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Independent Advisor Alliance’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Independent Advisor Alliance’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
-156,114
Closed -$14.6M – 1486
2026
Q1 		$14.6M Buy
+156,114
New +$14.8M 0.16% 126
2025
Q1 		– Sell
-122,391
Closed -$8.87M – 1228
2024
Q4 		$8.87M Buy
+122,391
New +$9.34M 0.12% 181

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

Independent Advisor Alliance's QEFA Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2026, closing a stake of 156,114 shares — an estimated $14.6M sold.

Independent Advisor Alliance first reported a position in QEFA in Q4 2024 and held it in 2 quarters. The position peaked at $14.6M in Q1 2026. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Independent Advisor Alliance reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 156,114 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $14.6M.
  • Independent Advisor Alliance first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $14.6M in Q1 2026.
  • 155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.