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

Diversify 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	$307K	Sell	3,140 -1,344	-30%	-$130K	0.01%	1042
2026 Q1	$425K	Buy	+4,484	New	+$425K	0.01%	855

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

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

Diversify Wealth Management reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 30% in Q2 2026, selling an estimated $130K and leaving 3,140 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1042.

Diversify Wealth Management first reported a position in QEFA in Q1 2026 and has held it in 2 quarters since. The position peaked at $425K in Q1 2026. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Diversify Wealth Management held 3,140 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $307K as of Q2 2026.
Diversify Wealth Management sold 1,344 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $130K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1042 holding.
Diversify Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2026 and has held it in 2 quarters since.
Diversify Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $425K in Q1 2026.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.