Edge Financial Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Edge Financial Advisors’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
2025 Q1	–	Sell	-32,084	Closed	-$2.33M	–	116
2024 Q4	$2.33M	Buy	32,084 +173	+0.5%	+$13.2K	2.08%	11
2024 Q3	$2.57M	Buy	31,911 +5,384	+20%	+$418K	2.28%	5
2024 Q2	$1.98M	Buy	26,527 +11,499	+77%	+$868K	2.05%	11
2024 Q1	$1.14M	Buy	+15,028	New	+$1.11M	1.01%	29

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

Edge Financial Advisors's QEFA Position: Q1 2025 in Review

Edge Financial Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2025, closing a stake of 32,084 shares — an estimated $2.33M sold.

Edge Financial Advisors first reported a position in QEFA in Q1 2024 and held it in 4 quarters. The position peaked at $2.57M in Q3 2024. 126 funds tracked by Wall St. Rank hold QEFA as of Q1 2025.

Edge Financial Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2025 after selling out during the quarter.
Edge Financial Advisors sold 32,084 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2025, an estimated $2.33M.
Edge Financial Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2024 and held it in 4 quarters.
Edge Financial Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $2.57M in Q3 2024.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2025.

Based on Edge Financial Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.