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Financial Advocates Investment Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-2,670
Closed -$228K – 462
2025
Q2 		$228K Buy
2,670
+72
+3% +$5.91K 0.02% 561
2025
Q1 		$205K Buy
+2,598
New +$201K 0.01% 670
2024
Q4 		– Sell
-2,768
Closed -$223K – 803
2024
Q3 		$223K Hold
2,768
– – 0.01% 692
2024
Q2 		$207K Sell
2,768
-178
-6% -$13.4K 0.01% 667
2024
Q1 		$224K Buy
+2,946
New +$217K 0.01% 688
2023
Q2 		– Sell
-4,429
Closed -$307K – 759
2023
Q1 		$307K Sell
4,429
-75,843
-94% -$5.13M 0.02% 549
2022
Q4 		$5.15M Buy
+80,272
New +$4.94M 0.38% 63
2021
Q4 		– Sell
-63,842
Closed -$4.8M – 803
2021
Q3 		$4.8M Buy
+63,842
New +$4.93M 0.32% 70
2021
Q2 		– Sell
-48,585
Closed -$3.5M – 820
2021
Q1 		$3.5M Buy
+48,585
New +$3.47M 0.25% 85
2020
Q4 		– Sell
-36,790
Closed -$2.27M – 739
2020
Q3 		$2.27M Buy
+36,790
New +$2.28M 0.19% 107

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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Financial Advocates Investment Management's QEFA Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2025, closing a stake of 2,670 shares — an estimated $228K sold.

Financial Advocates Investment Management first reported a position in QEFA in Q3 2020 and held it in 10 quarters. The position peaked at $5.15M in Q4 2022. 134 funds tracked by Wall St. Rank hold QEFA as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,670 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2025, an estimated $228K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2020 and held it in 10 quarters.
  • Financial Advocates Investment Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $5.15M in Q4 2022.
  • 134 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.