Encompass More Asset Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Encompass More Asset 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 Q1	–	Sell	-13,470	Closed	-$1.22M	–	289
2025 Q4	$1.22M	Sell	13,470 -413	-3%	-$36.7K	0.23%	89
2025 Q3	$1.22M	Buy	+13,883	New	+$1.2M	0.23%	88
2024 Q1	–	Sell	-24,640	Closed	-$1.8M	–	118
2023 Q4	$1.8M	Buy	+24,640	New	+$1.69M	2.02%	10

Other funds holding QEFA

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

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

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

IDA

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

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

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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Encompass More Asset Management's QEFA Position: Q1 2026 in Review

Encompass More Asset Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2026, closing a stake of 13,470 shares — an estimated $1.22M sold.

Encompass More Asset Management first reported a position in QEFA in Q4 2023 and held it in 3 quarters. The position peaked at $1.8M in Q4 2023. 144 funds tracked by Wall St. Rank hold QEFA as of Q1 2026.

Encompass More Asset Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2026 after selling out during the quarter.
Encompass More Asset Management sold 13,470 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2026, an estimated $1.22M.
Encompass More Asset Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2023 and held it in 3 quarters.
Encompass More Asset Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $1.8M in Q4 2023.
144 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2026.

Based on Encompass More Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.