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Moneta Group Investment Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Moneta Group Investment Advisors’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 		$5.95M Sell
63,822
-775
-1% -$73.5K 0.04% 151
2025
Q4 		$5.86M Buy
64,597
+436
+0.7% +$38.8K 0.04% 148
2025
Q3 		$5.64M Buy
+64,161
New +$5.53M 0.04% 151

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $377B 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 $432B 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

Moneta Group Investment Advisors's QEFA Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 1.2% in Q1 2026, selling an estimated $73.5K and leaving 63,822 shares worth $5.95M. The position accounts for 0.04% of the portfolio, ranked #151.

Moneta Group Investment Advisors first reported a position in QEFA in Q3 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold QEFA as of Q1 2026.

  • Moneta Group Investment Advisors held 63,822 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $5.95M as of Q1 2026.
  • Moneta Group Investment Advisors sold 775 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2026, an estimated $73.5K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #151 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.