January Capital Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

January Capital Advisors’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	$443K	Buy	+4,754	New	+$451K	0.6%	33
2022 Q2	$2.26M	Sell	36,527 -241	-0.7%	-$16.1K	2.01%	11
2022 Q1	$2.28M	Sell	36,768 -36,560	-50%	-$2.67M	2.02%	11
2021 Q4	$5.63M	Buy	+73,328	New	+$5.61M	4.47%	7

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 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

January Capital Advisors's QEFA Position: Q1 2026 in Review

January Capital Advisors opened a new position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2026: 4,754 shares worth $443K. The stake represents 0.6% of the portfolio and ranks #33 among its holdings. This is a return to the name: January Capital Advisors previously reported a position in QEFA as recently as Q2 2022.

January Capital Advisors first reported a position in QEFA in Q4 2021 and has held it in 4 quarters since. The position peaked at $5.63M in Q4 2021. 144 funds tracked by Wall St. Rank hold QEFA as of Q1 2026.

January Capital Advisors held 4,754 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $443K as of Q1 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF was a new January Capital Advisors position in Q1 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.6% of January Capital Advisors's portfolio in Q1 2026, its #33 holding.
January Capital Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2021 and has held it in 4 quarters since.
January Capital Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $5.63M in Q4 2021.
144 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.