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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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Advisor Alliance's QEFA Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2026: 156,114 shares worth $14.6M. The stake represents 0.16% of the portfolio and ranks #126 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in QEFA as recently as Q4 2024.

Independent Advisor Alliance first reported a position in QEFA in Q4 2024 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold QEFA as of Q1 2026.

  • Independent Advisor Alliance held 156,114 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $14.6M as of Q1 2026.
  • State Street SPDR MSCI EAFE StrategicFactors ETF was a new Independent Advisor Alliance position in Q1 2026.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.16% of Independent Advisor Alliance's portfolio in Q1 2026, its #126 holding.
  • Independent Advisor Alliance first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2024 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.