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Investment Research Partners’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Investment Research Partners’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 		$524K Hold
5,460
– – 0.18% 136
2026
Q1 		$509K Hold
5,460
– – 0.21% 113
2025
Q4 		$495K Hold
5,460
– – 0.21% 111
2025
Q3 		$485K Buy
+5,460
New +$470K 0.22% 113

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

Investment Research Partners's QEFA Position: Q2 2026 in Review

Investment Research Partners held its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) position steady in Q2 2026 at 5,460 shares worth $524K. The position accounts for 0.18% of the portfolio, ranked #136.

Investment Research Partners first reported a position in QEFA in Q3 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Investment Research Partners held 5,460 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $524K as of Q2 2026.
  • Investment Research Partners left its State Street SPDR MSCI EAFE StrategicFactors ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.18% of Investment Research Partners's portfolio in Q2 2026, its #136 holding.
  • Investment Research Partners first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2025 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.