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

IRON Financial’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 		$230K Buy
2,392
+29
+1% +$2.79K 0.09% 140
2026
Q1 		$220K Buy
+2,363
New +$224K 0.1% 130

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

IRON Financial's QEFA Position: Q2 2026 in Review

IRON Financial increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 1.2% in Q2 2026, buying an estimated $2.79K and bringing the position to 2,392 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #140.

IRON Financial first reported a position in QEFA in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • IRON Financial held 2,392 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $230K as of Q2 2026.
  • IRON Financial bought 29 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $2.79K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.09% of IRON Financial's portfolio in Q2 2026, its #140 holding.
  • IRON Financial first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2026 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.