NWMG
QEFA icon

National Wealth Management Group’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

National Wealth Management Group’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
2025
Q4 		– Sell
-4,668
Closed -$410K – 279
2025
Q3 		$410K Buy
+4,668
New +$402K 0.15% 150

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

National Wealth Management Group's QEFA Position: Q4 2025 in Review

National Wealth Management Group sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2025, closing a stake of 4,668 shares — an estimated $410K sold.

National Wealth Management Group first reported a position in QEFA in Q3 2025 and held it in 1 quarter. The position peaked at $410K in Q3 2025. 141 funds tracked by Wall St. Rank hold QEFA as of Q4 2025.

  • National Wealth Management Group reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 4,668 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2025, an estimated $410K.
  • National Wealth Management Group first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2025 and held it in 1 quarter.
  • National Wealth Management Group's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $410K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.