First Heartland Consultants’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

First Heartland Consultants’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	–	Sell	-2,808	Closed	-$262K	–	605
2026 Q1	$262K	Sell	2,808 -60	-2%	-$5.69K	0.02%	443
2025 Q4	$260K	Sell	2,868 -2,098	-42%	-$187K	0.02%	459
2025 Q3	$437K	Buy	4,966 +819	+20%	+$70.5K	0.04%	313
2025 Q2	$354K	Buy	+4,147	New	+$340K	0.03%	348

Other funds holding QEFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Heartland Consultants's QEFA Position: Q2 2026 in Review

First Heartland Consultants sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2026, closing a stake of 2,808 shares — an estimated $262K sold.

First Heartland Consultants first reported a position in QEFA in Q2 2025 and held it in 4 quarters. The position peaked at $437K in Q3 2025. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

First Heartland Consultants reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2026 after selling out during the quarter.
First Heartland Consultants sold 2,808 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $262K.
First Heartland Consultants first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2025 and held it in 4 quarters.
First Heartland Consultants's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $437K in Q3 2025.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.