LW
QEFA icon

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

Linscomb 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
Q1 		$260K Hold
2,784
– – 0.01% 305
2025
Q4 		$252K Buy
+2,784
New +$248K 0.01% 279
2024
Q1 		– Sell
-2,810
Closed -$205K – 289
2023
Q4 		$205K Buy
+2,810
New +$193K 0.01% 268
2023
Q3 		– Sell
-3,134
Closed -$219K – 272
2023
Q2 		$219K Hold
3,134
– – 0.01% 265
2023
Q1 		$217K Hold
3,134
– – 0.01% 275
2022
Q4 		$201K Buy
+3,134
New +$193K 0.01% 324

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return