Independent Financial Group’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Independent Financial Group’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
2025 Q3	–	Sell	-8,550	Closed	-$730K	–	1410
2025 Q2	$730K	Buy	+8,550	New	+$702K	0.02%	645
2023 Q3	–	Sell	-3,789	Closed	-$265K	–	942
2023 Q2	$265K	Hold	3,789	–	–	0.02%	691
2023 Q1	$263K	Buy	+3,789	New	+$256K	0.02%	668

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

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

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 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 $3.46B AUM 21.89% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Independent Financial Group's QEFA Position: Q3 2025 in Review

Independent Financial Group sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2025, closing a stake of 8,550 shares — an estimated $730K sold.

Independent Financial Group first reported a position in QEFA in Q1 2023 and held it in 3 quarters. The position peaked at $730K in Q2 2025. 134 funds tracked by Wall St. Rank hold QEFA as of Q3 2025.

Independent Financial Group reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 8,550 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2025, an estimated $730K.
Independent Financial Group first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2023 and held it in 3 quarters.
Independent Financial Group's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $730K in Q2 2025.
134 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.