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 Q2	$267K	Hold	2,784	–	–	0.01%	283
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 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

Linscomb Wealth's QEFA Position: Q2 2026 in Review

Linscomb Wealth held its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) position steady in Q2 2026 at 2,784 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #283.

Linscomb Wealth first reported a position in QEFA in Q4 2022 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Linscomb Wealth held 2,784 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $267K as of Q2 2026.
Linscomb Wealth left its State Street SPDR MSCI EAFE StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #283 holding.
Linscomb Wealth first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2022 and has held it in 7 quarters since.
156 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.