Convergence Financial’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Convergence Financial’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 Q3	$988K	Buy	+10,132	New	+$1.01M	0.14%	113

Other funds holding QEFA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.7% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Convergence Financial's QEFA Position: Q3 2026 in Review

Convergence Financial opened a new position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2026: 10,132 shares worth $988K. The stake represents 0.14% of the portfolio and ranks #113 among its holdings.

101 funds tracked by Wall St. Rank hold QEFA as of Q3 2026.

Convergence Financial held 10,132 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $988K as of Q3 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF was a new Convergence Financial position in Q3 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.14% of Convergence Financial's portfolio in Q3 2026, its #113 holding.
101 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.