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IDA
Intelligence Driven Advisers’s
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
Stock Holding History
Intelligence Driven Advisers’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
$57.2M
Sell
612,979
-111,422
-15%
-$10.6M
9.97%
2
2025
Q4
$65.7M
Sell
724,401
-32,234
-4%
-$2.87M
9.39%
3
2025
Q3
$66.5M
Buy
756,635
+21,999
+3%
+$1.9M
9.22%
3
2025
Q2
$62.7M
Buy
734,636
+61,778
+9%
+$5.07M
9.46%
3
2025
Q1
$53.1M
Sell
672,858
-1,424
-0.2%
-$110K
10.23%
2
2024
Q4
$48.9M
Sell
674,282
-211,493
-24%
-$16.1M
9.2%
3
2024
Q3
$71.3M
Sell
885,775
-23,428
-3%
-$1.82M
10.19%
3
2024
Q2
$68M
Buy
909,203
+15,769
+2%
+$1.19M
9.63%
3
2024
Q1
$68M
Buy
893,434
+2,764
+0.3%
+$204K
10.05%
2
2023
Q4
$64.7M
Sell
890,670
-216,146
-20%
-$14.9M
10.46%
3
2023
Q3
$72.6M
Buy
1,106,816
+49,507
+5%
+$3.43M
12.89%
1
2023
Q2
$72M
Buy
1,057,309
+284,263
+37%
+$20M
12.61%
1
2023
Q1
$53.8M
Buy
773,046
+4,320
+0.6%
+$292K
9.67%
3
2022
Q4
$50.9M
Buy
+768,726
New
+$47.3M
9.34%
3
Other funds holding QEFA
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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
$238M AUM
9.19%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
IAA
Independent Advisor Alliance
Charlotte, North Carolina
$9.32B AUM
33.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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