Global Retirement Partners’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Global Retirement Partners’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	$82.1K	Buy	+855	New	+$82.4K	﹤0.01%	2197
2025 Q4	$78.1K	Sell	861 -7	-0.8%	-$623	﹤0.01%	2063
2025 Q3	$76.3K	Sell	868 -6	-0.7%	-$517	﹤0.01%	1661
2025 Q2	$74.6K	Buy	+874	New	+$71.7K	﹤0.01%	1565
2024 Q4	$63.4K	Sell	874 -71	-8%	-$5.42K	﹤0.01%	1505
2024 Q3	$76.1K	Buy	945 +874	+1,231%	+$67.8K	﹤0.01%	1359
2024 Q2	$5.31K	Hold	71	–	–	﹤0.01%	2592
2024 Q1	$5.4K	Buy	+71	New	+$5.24K	﹤0.01%	2362
2022 Q3	–	Sell	-645	Closed	-$40K	–	2919
2022 Q2	$40K	Hold	645	–	–	﹤0.01%	1075
2022 Q1	$44K	Buy	+645	New	+$47.1K	﹤0.01%	1040
2021 Q4	–	Sell	-1,209	Closed	-$91K	–	1412
2021 Q3	$91K	Buy	1,209 +564	+87%	+$43.6K	0.01%	675
2021 Q2	$49K	Buy	+645	New	+$48.6K	0.01%	859

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 $579M AUM 17.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $3.69B AUM 15.82% 1-Year Est. Return

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

Global Retirement Partners's QEFA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2026: 855 shares worth $82.1K. The stake represents ﹤0.01% of the portfolio and ranks #2197 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in QEFA as recently as Q4 2025.

Global Retirement Partners first reported a position in QEFA in Q2 2021 and has held it in 12 quarters since. The position peaked at $91K in Q3 2021. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Global Retirement Partners held 855 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $82.1K as of Q2 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF was a new Global Retirement Partners position in Q2 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2197 holding.
Global Retirement Partners first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2021 and has held it in 12 quarters since.
Global Retirement Partners's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $91K in Q3 2021.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.