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Financial Guidance Group’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Financial Guidance Group’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 		$14.6M Buy
151,649
+3,496
+2% +$337K 5.45% 4
2026
Q1 		$13.8M Buy
148,153
+3,761
+3% +$357K 5.55% 3
2025
Q4 		$13.1M Buy
144,392
+4,477
+3% +$398K 5.36% 4
2025
Q3 		$12.3M Buy
139,915
+3,041
+2% +$262K 5.51% 4
2025
Q2 		$11.7M Buy
136,874
+7,486
+6% +$614K 5.67% 4
2025
Q1 		$10.2M Buy
129,388
+4,203
+3% +$325K 5.52% 5
2024
Q4 		$9.08M Sell
125,185
-346
-0.3% -$26.4K 4.97% 6
2024
Q3 		$10.1M Sell
125,531
-43
-0% -$3.34K 5.9% 5
2024
Q2 		$9.39M Buy
125,574
+7,736
+7% +$584K 5.77% 5
2024
Q1 		$8.97M Sell
117,838
-703
-0.6% -$51.8K 5.82% 6
2023
Q4 		$8.66M Sell
118,541
-4,891
-4% -$336K 6.02% 5
2023
Q3 		$8.27M Buy
123,432
+46,915
+61% +$3.25M 6.23% 4
2023
Q2 		$5.35M Sell
76,517
-80
-0.1% -$5.62K 3.93% 9
2023
Q1 		$5.31M Buy
76,597
+265
+0.3% +$17.9K 4.04% 9
2022
Q4 		$4.89M Sell
76,332
-512
-0.7% -$31.5K 3.98% 10
2022
Q3 		$4.29M Sell
76,844
-68,991
-47% -$4.26M 3.44% 12
2022
Q2 		$9.04M Buy
145,835
+5,463
+4% +$365K 7.1% 3
2022
Q1 		$10.1M Buy
+140,372
New +$10.3M 6.97% 5

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

Financial Guidance Group's QEFA Position: Q2 2026 in Review

Financial Guidance Group increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 2.4% in Q2 2026, buying an estimated $337K and bringing the position to 151,649 shares worth $14.6M. The position accounts for 5.45% of the portfolio, ranked #4.

Financial Guidance Group first reported a position in QEFA in Q1 2022 and has held it in 18 quarters since. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Financial Guidance Group held 151,649 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $14.6M as of Q2 2026.
  • Financial Guidance Group bought 3,496 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $337K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 5.45% of Financial Guidance Group's portfolio in Q2 2026, its #4 holding.
  • Financial Guidance Group first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2022 and has held it in 18 quarters since.
  • 155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.