Jones Financial Companies
QEFA icon

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

Jones Financial Companies’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 		$35.5K Sell
373
-596
-62% -$57.4K ﹤0.01% 3268
2026
Q1 		$87.7K Buy
+969
New +$91.9K ﹤0.01% 2722

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

Jones Financial Companies's QEFA Position: Q2 2026 in Review

Jones Financial Companies reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 62% in Q2 2026, selling an estimated $57.4K and leaving 373 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3268.

Jones Financial Companies first reported a position in QEFA in Q1 2026 and has held it in 2 quarters since. The position peaked at $87.7K in Q1 2026. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Jones Financial Companies held 373 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $35.5K as of Q2 2026.
  • Jones Financial Companies sold 596 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $57.4K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3268 holding.
  • Jones Financial Companies first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2026 and has held it in 2 quarters since.
  • Jones Financial Companies's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $87.7K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.