CI
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CX Institutional’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

CX Institutional’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 		$21M Sell
219,118
-102,297
-32% -$9.86M 0.61% 40
2026
Q1 		$30M Buy
321,415
+129,367
+67% +$12.3M 0.91% 23
2025
Q4 		$17.4M Sell
192,048
-9,060
-5% -$806K 0.52% 40
2025
Q3 		$17.7M Buy
201,108
+61,066
+44% +$5.26M 0.54% 38
2025
Q2 		$12M Sell
140,042
-38,487
-22% -$3.16M 0.42% 47
2025
Q1 		$14.1M Sell
178,529
-25,374
-12% -$1.96M 0.53% 46
2024
Q4 		$14.8M Buy
203,903
+31,955
+19% +$2.44M 0.59% 43
2024
Q3 		$13.8M Sell
171,948
-2,534
-1% -$197K 0.61% 47
2024
Q2 		$13M Sell
174,482
-495
-0.3% -$37.4K 0.61% 51
2024
Q1 		$13.3M Buy
174,977
+489
+0.3% +$36.1K 0.64% 45
2023
Q4 		$12.8M Sell
174,488
-5,362
-3% -$369K 0.68% 45
2023
Q3 		$12.1M Buy
179,850
+49,965
+38% +$3.47M 0.66% 45
2023
Q2 		$9.08M Buy
129,885
+2,109
+2% +$148K 0.47% 59
2023
Q1 		$8.92M Sell
127,776
-209,191
-62% -$14.2M 0.47% 60
2022
Q4 		$21.6M Buy
336,967
+132,292
+65% +$8.14M 1.31% 13
2022
Q3 		$11.4M Buy
204,675
+10,018
+5% +$619K 0.79% 27
2022
Q2 		$12.1M Buy
+194,657
New +$13M 0.91% 23

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
SI
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CX Institutional's QEFA Position: Q2 2026 in Review

CX Institutional reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 32% in Q2 2026, selling an estimated $9.86M and leaving 219,118 shares worth $21M. The position accounts for 0.61% of the portfolio, ranked #40.

CX Institutional first reported a position in QEFA in Q2 2022 and has held it in 17 quarters since. The position peaked at $30M in Q1 2026. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • CX Institutional held 219,118 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $21M as of Q2 2026.
  • CX Institutional sold 102,297 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $9.86M.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.61% of CX Institutional's portfolio in Q2 2026, its #40 holding.
  • CX Institutional first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2022 and has held it in 17 quarters since.
  • CX Institutional's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $30M in Q1 2026.
  • 155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.