Halbert Hargrove Global Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Halbert Hargrove Global Advisors’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	$2.8K	Buy	29 +2	+7%	+$193	﹤0.01%	371
2026 Q1	$2.53K	Sell	27 -177	-87%	-$16.8K	﹤0.01%	341
2025 Q4	$18.5K	Hold	204	–	–	﹤0.01%	256
2025 Q3	$17.9K	Hold	204	–	–	﹤0.01%	263
2025 Q2	$17.4K	Hold	204	–	–	﹤0.01%	199
2025 Q1	$16.1K	Sell	204 -269	-57%	-$20.8K	﹤0.01%	213
2024 Q4	$34.3K	Buy	+473	New	+$36.1K	﹤0.01%	171

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

Halbert Hargrove Global Advisors's QEFA Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 7.4% in Q2 2026, buying an estimated $193 and bringing the position to 29 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Halbert Hargrove Global Advisors first reported a position in QEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.3K in Q4 2024. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Halbert Hargrove Global Advisors held 29 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $2.8K as of Q2 2026.
Halbert Hargrove Global Advisors bought 2 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $193.
State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #371 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $34.3K in Q4 2024.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.