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Cornerstone Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Cornerstone Wealth Management’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 		$1.44M Buy
15,002
+1,058
+8% +$102K 0.06% 271
2026
Q1 		$1.3M Buy
13,944
+1,549
+12% +$147K 0.07% 261
2025
Q4 		$1.12M Sell
12,395
-698
-5% -$62.1K 0.06% 274
2025
Q3 		$1.15M Sell
13,093
-356
-3% -$30.7K 0.06% 251
2025
Q2 		$1.15M Sell
13,449
-64
-0.5% -$5.25K 0.07% 238
2025
Q1 		$1.07M Sell
13,513
-97
-0.7% -$7.49K 0.07% 231
2024
Q4 		$987K Buy
13,610
+4
+0% +$305 0.07% 230
2024
Q3 		$1.1M Sell
13,606
-34
-0.2% -$2.64K 0.08% 203
2024
Q2 		$1.02M Buy
13,640
+664
+5% +$50.1K 0.08% 199
2024
Q1 		$987K Buy
12,976
+177
+1% +$13.1K 0.08% 206
2023
Q4 		$935K Sell
12,799
-105
-0.8% -$7.22K 0.08% 207
2023
Q3 		$865K Buy
12,904
+23
+0.2% +$1.6K 0.08% 208
2023
Q2 		$901K Buy
12,881
+3,594
+39% +$253K 0.08% 201
2023
Q1 		$644K Buy
+9,287
New +$629K 0.06% 239
2022
Q3 		$500K Buy
8,955
+151
+2% +$9.33K 0.06% 251
2022
Q2 		$546K Buy
8,804
+53
+0.6% +$3.54K 0.06% 242
2022
Q1 		$632K Sell
8,751
-1,182
-12% -$86.3K 0.06% 238
2021
Q4 		$764K Sell
9,933
-9,058
-48% -$693K 0.07% 221
2021
Q3 		$1.43M Sell
18,991
-10,641
-36% -$822K 0.15% 139
2021
Q2 		$2.24M Sell
29,632
-1,506
-5% -$113K 0.24% 97
2021
Q1 		$2.24M Buy
31,138
+1,108
+4% +$79.2K 0.27% 82
2020
Q4 		$2.1M Sell
30,030
-7
-0% -$461 0.26% 79
2020
Q3 		$1.86M Buy
30,037
+3,618
+14% +$224K 0.28% 74
2020
Q2 		$1.57M Buy
26,419
+16,829
+175% +$960K 0.25% 75
2020
Q1 		$512K Buy
+9,590
New +$594K 0.1% 195
2018
Q4 		– Sell
-1,843,955
Closed -$29.1M – 951
2018
Q3 		$29.1M Sell
1,843,955
-104,601
-5% -$6.65M 0.37% 57
2018
Q2 		$31.3M Buy
1,948,556
+1,917,443
+6,163% +$124M 0.35% 61
2018
Q1 		$1.99M Buy
31,113
+1,117
+4% +$73.4K 0.38% 51
2017
Q4 		$1.99M Buy
29,996
+861
+3% +$55.3K 0.37% 51
2017
Q3 		$1.85M Sell
29,135
-913
-3% -$56.8K 0.38% 46
2017
Q2 		$1.82M Buy
30,048
+2,964
+11% +$179K 0.41% 45
2017
Q1 		$1.56M Buy
+27,084
New +$1.52M 0.39% 48

Other funds holding QEFA

SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Cornerstone Wealth Management's QEFA Position: Q2 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 7.6% in Q2 2026, buying an estimated $102K and bringing the position to 15,002 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #271.

Cornerstone Wealth Management first reported a position in QEFA in Q1 2017 and has held it in 32 quarters since. The position peaked at $31.3M in Q2 2018. 45 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Cornerstone Wealth Management held 15,002 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $1.44M as of Q2 2026.
  • Cornerstone Wealth Management bought 1,058 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $102K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2017 and has held it in 32 quarters since.
  • Cornerstone Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $31.3M in Q2 2018.
  • 45 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.