Continuum Advisory’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Continuum Advisory’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
2025 Q2	–	Sell	-739	Closed	-$58.3K	–	1288
2025 Q1	$58.3K	Hold	739	–	–	0.01%	631
2024 Q4	$53.6K	Hold	739	–	–	0.01%	645
2024 Q3	$55.2K	Hold	739	–	–	0.01%	635
2024 Q2	$55.2K	Hold	739	–	–	0.01%	596
2024 Q1	$56.5K	Buy	+739	New	+$54.5K	0.01%	581
2020 Q2	–	Sell	-9,644	Closed	-$496K	–	160
2020 Q1	$496K	Sell	9,644 -400	-4%	-$24.8K	0.33%	73
2019 Q4	$671K	Sell	10,044 -143	-1%	-$9.34K	0.39%	67
2019 Q3	$637K	Sell	10,187 -85	-0.8%	-$5.3K	0.43%	57
2019 Q2	$651K	Sell	10,272 -5,958	-37%	-$371K	0.45%	56
2019 Q1	$1.02M	Sell	16,230 -8,207	-34%	-$495K	0.76%	40
2018 Q4	$1.38M	Buy	+24,437	New	+$1.45M	1.01%	25

Other funds holding QEFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

PAG

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Continuum Advisory's QEFA Position: Q2 2025 in Review

Continuum Advisory sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2025, closing a stake of 739 shares — an estimated $58.3K sold.

Continuum Advisory first reported a position in QEFA in Q4 2018 and held it in 11 quarters. The position peaked at $1.38M in Q4 2018. 129 funds tracked by Wall St. Rank hold QEFA as of Q2 2025.

Continuum Advisory reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 739 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2025, an estimated $58.3K.
Continuum Advisory first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2018 and held it in 11 quarters.
Continuum Advisory's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $1.38M in Q4 2018.
129 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.