Envestnet Portfolio Solutions
QEFA icon

Envestnet Portfolio Solutions’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Envestnet Portfolio Solutions’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 		$268K Buy
2,792
+84
+3% +$8.1K ﹤0.01% 1237
2026
Q1 		$253K Sell
2,708
-6,826
-72% -$647K ﹤0.01% 1184
2025
Q4 		$864K Buy
9,534
+263
+3% +$23.4K ﹤0.01% 808
2025
Q3 		$815K Buy
9,271
+755
+9% +$65K ﹤0.01% 815
2025
Q2 		$727K Buy
8,516
+849
+11% +$69.7K ﹤0.01% 931
2025
Q1 		$605K Sell
7,667
-5,880
-43% -$454K ﹤0.01% 975
2024
Q4 		$982K Buy
13,547
+1,473
+12% +$112K ﹤0.01% 938
2024
Q3 		$972K Sell
12,074
-1,190
-9% -$92.3K ﹤0.01% 905
2024
Q2 		$991K Buy
13,264
+2,284
+21% +$172K ﹤0.01% 861
2024
Q1 		$835K Buy
10,980
+936
+9% +$69K ﹤0.01% 906
2023
Q4 		$734K Buy
10,044
+1,044
+12% +$71.8K ﹤0.01% 897
2023
Q3 		$603K Buy
+9,000
New +$624K ﹤0.01% 907

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions's QEFA Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 3.1% in Q2 2026, buying an estimated $8.1K and bringing the position to 2,792 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Envestnet Portfolio Solutions first reported a position in QEFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $991K in Q2 2024. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,792 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $268K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 84 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $8.1K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1237 holding.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $991K in Q2 2024.
  • 155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.