Creative Planning’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Creative Planning’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	$588K	Sell	6,119 -71	-1%	-$6.84K	﹤0.01%	3072
2026 Q1	$577K	Sell	6,190 -80	-1%	-$7.59K	﹤0.01%	2914
2025 Q4	$569K	Sell	6,270 -176	-3%	-$15.7K	﹤0.01%	2725
2025 Q3	$567K	Buy	6,446 +1,504	+30%	+$130K	﹤0.01%	2604
2025 Q2	$422K	Buy	4,942 +1	+0%	+$82	﹤0.01%	2619
2025 Q1	$390K	Sell	4,941 -79	-2%	-$6.1K	﹤0.01%	2521
2024 Q4	$364K	Sell	5,020 -453	-8%	-$34.6K	﹤0.01%	2512
2024 Q3	$440K	Buy	+5,473	New	+$425K	﹤0.01%	2213
2022 Q2	–	Sell	-2,975	Closed	-$229K	–	2483
2022 Q1	$229K	Buy	+2,975	New	+$217K	﹤0.01%	1807

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

Creative Planning's QEFA Position: Q2 2026 in Review

Creative Planning reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 1.1% in Q2 2026, selling an estimated $6.84K and leaving 6,119 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

Creative Planning first reported a position in QEFA in Q1 2022 and has held it in 9 quarters since. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Creative Planning held 6,119 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $588K as of Q2 2026.
Creative Planning sold 71 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $6.84K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3072 holding.
Creative Planning first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2022 and has held it in 9 quarters since.
156 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.