Northwestern Mutual Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Northwestern Mutual Wealth Management’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	$5.05M	Buy	52,639 +3,081	+6%	+$297K	﹤0.01%	851
2026 Q1	$4.62M	Buy	49,558 +6,229	+14%	+$591K	﹤0.01%	828
2025 Q4	$3.93M	Buy	43,329 +2,796	+7%	+$249K	﹤0.01%	851
2025 Q3	$3.56M	Buy	40,533 +1,098	+3%	+$94.6K	﹤0.01%	836
2025 Q2	$3.37M	Buy	39,435 +7,084	+22%	+$581K	﹤0.01%	799
2025 Q1	$2.55M	Sell	32,351 -846	-3%	-$65.3K	﹤0.01%	843
2024 Q4	$2.41M	Sell	33,197 -7,098	-18%	-$542K	﹤0.01%	806
2024 Q3	$3.24M	Buy	40,295 +954	+2%	+$74K	﹤0.01%	722
2024 Q2	$2.94M	Sell	39,341 -1,592	-4%	-$120K	﹤0.01%	697
2024 Q1	$3.11M	Buy	40,933 +1,555	+4%	+$115K	﹤0.01%	677
2023 Q4	$2.88M	Buy	39,378 +36,548	+1,291%	+$2.51M	﹤0.01%	677
2023 Q3	$190K	Buy	2,830 +1,289	+84%	+$89.4K	﹤0.01%	1473
2023 Q2	$108K	Buy	1,541 +523	+51%	+$36.8K	﹤0.01%	1685
2023 Q1	$70.6K	Hold	1,018	–	–	﹤0.01%	1812
2022 Q4	$65.3K	Buy	1,018 +514	+102%	+$31.6K	﹤0.01%	1827
2022 Q3	$28K	Hold	504	–	–	﹤0.01%	2085
2022 Q2	$31K	Buy	504 +6	+1%	+$401	﹤0.01%	2073
2022 Q1	$36K	Sell	498 -440	-47%	-$32.1K	﹤0.01%	2085
2021 Q4	$72K	Sell	938 -268	-22%	-$20.5K	﹤0.01%	1843
2021 Q3	$91K	Buy	1,206 +924	+328%	+$71.4K	﹤0.01%	1674
2021 Q2	$21K	Buy	+282	New	+$21.2K	﹤0.01%	2181
2020 Q4	–	Sell	-14	Closed	-$1K	–	2838
2020 Q3	$1K	Buy	+14	New	+$868	﹤0.01%	2463
2019 Q4	–	Sell	-31	Closed	-$2K	–	2578
2019 Q3	$2K	Buy	+31	New	+$1.93K	﹤0.01%	2285

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

Northwestern Mutual Wealth Management's QEFA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 6.2% in Q2 2026, buying an estimated $297K and bringing the position to 52,639 shares worth $5.05M. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Northwestern Mutual Wealth Management first reported a position in QEFA in Q3 2019 and has held it in 23 quarters since. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Northwestern Mutual Wealth Management held 52,639 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $5.05M as of Q2 2026.
Northwestern Mutual Wealth Management bought 3,081 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $297K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #851 holding.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2019 and has held it in 23 quarters since.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.