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Golden State Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Golden State Wealth 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
2026
Q2 		$1.54M Buy
16,034
+1,720
+12% +$166K 0.14% 148
2026
Q1 		$1.34M Buy
14,314
+812
+6% +$77K 0.15% 134
2025
Q4 		$1.22M Buy
13,502
+318
+2% +$28.3K 0.13% 135
2025
Q3 		$1.16M Buy
13,184
+118
+0.9% +$10.2K 0.13% 134
2025
Q2 		$1.12M Buy
13,066
+461
+4% +$37.8K 0.14% 131
2025
Q1 		$995K Buy
12,605
+906
+8% +$70K 0.15% 122
2024
Q4 		$848K Buy
+11,699
New +$893K 0.13% 135
2022
Q1 		– Sell
-3,749
Closed -$288K – 351
2021
Q4 		$288K Buy
3,749
+4
+0.1% +$306 0.05% 292
2021
Q3 		$281K Hold
3,745
– – 0.06% 244
2021
Q2 		$283K Buy
+3,745
New +$282K 0.06% 236
2020
Q2 		– Sell
-230
Closed -$12K – 756
2020
Q1 		$12K Buy
+230
New +$14.2K 0.01% 592
2019
Q4 		– Sell
-110
Closed -$7K – 713
2019
Q3 		$7K Sell
110
-2,086
-95% -$130K ﹤0.01% 811
2019
Q2 		$138K Sell
2,196
-177
-7% -$11K 0.04% 282
2019
Q1 		$148K Buy
+2,373
New +$143K 0.05% 262

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

Golden State Wealth Management's QEFA Position: Q2 2026 in Review

Golden State Wealth Management increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 12% in Q2 2026, buying an estimated $166K and bringing the position to 16,034 shares worth $1.54M. The position accounts for 0.14% of the portfolio, ranked #148.

Golden State Wealth Management first reported a position in QEFA in Q1 2019 and has held it in 14 quarters since. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Golden State Wealth Management held 16,034 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $1.54M as of Q2 2026.
  • Golden State Wealth Management bought 1,720 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $166K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.14% of Golden State Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Golden State Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2019 and has held it in 14 quarters since.
  • 156 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.