KW
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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

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

KWB Wealth's QEFA Position: Q2 2026 in Review

KWB Wealth reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 2.3% in Q2 2026, selling an estimated $351K and leaving 156,893 shares worth $15.1M. The position accounts for 1.29% of the portfolio, ranked #22.

KWB Wealth first reported a position in QEFA in Q3 2022 and has held it in 16 quarters since. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • KWB Wealth held 156,893 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $15.1M as of Q2 2026.
  • KWB Wealth sold 3,637 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $351K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 1.29% of KWB Wealth's portfolio in Q2 2026, its #22 holding.
  • KWB Wealth first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2022 and has held it in 16 quarters since.
  • 155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.