Johnson & White Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Johnson & White Wealth Management’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	$3.99M	Sell	41,527 -474	-1%	-$45.7K	1.49%	19
2026 Q1	$3.92M	Sell	42,001 -3,980	-9%	-$377K	1.66%	17
2025 Q4	$4.17M	Buy	45,981 +2,189	+5%	+$195K	1.81%	17
2025 Q3	$3.85M	Sell	43,792 -490	-1%	-$42.2K	1.76%	17
2025 Q2	$3.78M	Sell	44,282 -1,585	-3%	-$130K	1.9%	17
2025 Q1	$3.62M	Sell	45,867 -6,338	-12%	-$489K	2.03%	15
2024 Q4	$3.78M	Sell	52,205 -4,642	-8%	-$354K	2.29%	15
2024 Q3	$4.58M	Sell	56,847 -3,204	-5%	-$249K	3.94%	10
2024 Q2	$4.49M	Sell	60,051 -1,796	-3%	-$136K	4.29%	8
2024 Q1	$4.71M	Sell	61,847 -3,050	-5%	-$225K	3.42%	8
2023 Q4	$4.74M	Sell	64,897 -1,227	-2%	-$84.3K	3.93%	6
2023 Q3	$4.43M	Buy	66,124 +4,126	+7%	+$286K	4.01%	7
2023 Q2	$4.33M	Sell	61,998 -2,496	-4%	-$175K	5.94%	6
2023 Q1	$4.47M	Buy	+64,494	New	+$4.37M	3.98%	8

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

IDA

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

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

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

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

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

Johnson & White Wealth Management's QEFA Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 1.1% in Q2 2026, selling an estimated $45.7K and leaving 41,527 shares worth $3.99M. The position accounts for 1.49% of the portfolio, ranked #19.

Johnson & White Wealth Management first reported a position in QEFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.74M in Q4 2023. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Johnson & White Wealth Management held 41,527 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $3.99M as of Q2 2026.
Johnson & White Wealth Management sold 474 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $45.7K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 1.49% of Johnson & White Wealth Management's portfolio in Q2 2026, its #19 holding.
Johnson & White Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2023 and has held it in 14 quarters since.
Johnson & White Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $4.74M in Q4 2023.
156 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.