Eagle Strategies’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Eagle Strategies’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	$8.4M	Sell	87,503 -3,019	-3%	-$291K	0.83%	30
2026 Q1	$8.44M	Buy	90,522 +5,206	+6%	+$494K	1.01%	28
2025 Q4	$7.74M	Buy	85,316 +2,931	+4%	+$261K	0.99%	26
2025 Q3	$7.24M	Buy	82,385 +1,947	+2%	+$168K	0.97%	27
2025 Q2	$6.86M	Buy	80,438 +490	+0.6%	+$40.2K	1.05%	26
2025 Q1	$6.31M	Sell	79,948 -8,869	-10%	-$685K	1.1%	27
2024 Q4	$6.44M	Buy	88,817 +3,095	+4%	+$236K	1.11%	26
2024 Q3	$6.9M	Sell	85,722 -10,542	-11%	-$818K	1.25%	25
2024 Q2	$7.19M	Buy	96,264 +88,837	+1,196%	+$6.71M	1.38%	23
2024 Q1	$565K	Sell	7,427 -296,577	-98%	-$21.9M	0.13%	150
2023 Q4	$22.2M	Buy	+304,004	New	+$20.9M	4.76%	3

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

Eagle Strategies's QEFA Position: Q2 2026 in Review

Eagle Strategies reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 3.3% in Q2 2026, selling an estimated $291K and leaving 87,503 shares worth $8.4M. The position accounts for 0.83% of the portfolio, ranked #30.

Eagle Strategies first reported a position in QEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.2M in Q4 2023. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Eagle Strategies held 87,503 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $8.4M as of Q2 2026.
Eagle Strategies sold 3,019 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $291K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.83% of Eagle Strategies's portfolio in Q2 2026, its #30 holding.
Eagle Strategies first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2023 and has held it in 11 quarters since.
Eagle Strategies's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $22.2M in Q4 2023.
156 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.