Creative Planning
QEFA icon

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
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 – 2484
2022
Q1 		$229K Buy
+2,975
New +$217K ﹤0.01% 1807

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return