CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio QEFA Stock Details QEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Hold	18,984	–	–	0.02%	159
2026 Q1	$1.77M	Buy	18,984 +1,030	+6%	+$97.7K	0.03%	151
2025 Q4	$1.63M	Hold	17,954	–	–	0.02%	141
2025 Q3	$1.58M	Buy	17,954 +265	+1%	+$22.8K	0.02%	141
2025 Q2	$1.51M	Buy	+17,689	New	+$1.45M	0.03%	144

Other funds holding QEFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's QEFA Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) position steady in Q2 2026 at 18,984 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #159.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in QEFA in Q2 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 18,984 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $1.82M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors left its State Street SPDR MSCI EAFE StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #159 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2025 and has held it in 5 quarters since.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.