KW
QEFA icon

KWB Wealth’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

KWB Wealth’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 		$15.1M Sell
156,893
-3,637
-2% -$351K 1.29% 22
2026
Q1 		$14.6M Hold
160,530
– – 1.44% 20
2025
Q4 		$14.6M Buy
160,530
+2,181
+1% +$194K 1.38% 20
2025
Q3 		$13.5M Sell
158,349
-4,451
-3% -$383K 1.49% 13
2025
Q2 		$12.9M Buy
162,800
+1,838
+1% +$151K 1.56% 14
2025
Q1 		$11.7M Buy
160,962
+3,871
+2% +$299K 1.41% 16
2024
Q4 		$12.6M Buy
157,091
+2,569
+2% +$196K 1.57% 18
2024
Q3 		$11.5M Buy
154,522
+5,885
+4% +$457K 1.51% 16
2024
Q2 		$11.3M Sell
148,637
-4,659
-3% -$352K 1.56% 15
2024
Q1 		$11.7M Sell
153,296
-232
-0.2% -$17.1K 1.57% 15
2023
Q4 		$11.2M Buy
153,528
+17,081
+13% +$1.17M 1.62% 15
2023
Q3 		$9.54M Sell
136,447
-1,181
-0.9% -$81.9K 1.53% 13
2023
Q2 		$9.62M Buy
137,628
+37,965
+38% +$2.67M 1.52% 13
2023
Q1 		$6.39M Sell
99,663
-623
-0.6% -$42.2K 1.18% 18
2022
Q4 		$6.43M Buy
100,286
+95,447
+1,972% +$5.88M 1.22% 18
2022
Q3 		$270K Buy
+4,839
New +$299K 0.05% 87

Other funds holding QEFA

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return