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NewSquare Capital’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-5
Closed -$427 – 970
2025
Q2 		$427 Hold
5
– – ﹤0.01% 1152
2025
Q1 		$395 Hold
5
– – ﹤0.01% 1052
2024
Q4 		$363 Buy
+5
New +$382 ﹤0.01% 773

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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

NewSquare Capital's QEFA Position: Q3 2025 in Review

NewSquare Capital sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2025, closing a stake of 5 shares — an estimated $427 sold.

NewSquare Capital first reported a position in QEFA in Q4 2024 and held it in 3 quarters. The position peaked at $427 in Q2 2025. 134 funds tracked by Wall St. Rank hold QEFA as of Q3 2025.

  • NewSquare Capital reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 5 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2025, an estimated $427.
  • NewSquare Capital first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $427 in Q2 2025.
  • 134 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.