Opulen Financial Group’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Opulen Financial 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
2026 Q2	$364K	Buy	3,792 +58	+2%	+$5.59K	0.23%	82
2026 Q1	$348K	Hold	3,734	–	–	0.25%	76
2025 Q4	$339K	Buy	3,734 +52	+1%	+$4.63K	0.25%	78
2025 Q3	$324K	Sell	3,682 -20	-0.5%	-$1.72K	0.25%	76
2025 Q2	$316K	Buy	3,702 +56	+2%	+$4.6K	0.26%	75
2025 Q1	$288K	Hold	3,646	–	–	0.26%	74
2024 Q4	$264K	Buy	+3,646	New	+$278K	0.24%	76

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

Opulen Financial Group's QEFA Position: Q2 2026 in Review

Opulen Financial Group increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 1.6% in Q2 2026, buying an estimated $5.59K and bringing the position to 3,792 shares worth $364K. The position accounts for 0.23% of the portfolio, ranked #82.

Opulen Financial Group first reported a position in QEFA in Q4 2024 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Opulen Financial Group held 3,792 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $364K as of Q2 2026.
Opulen Financial Group bought 58 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $5.59K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.23% of Opulen Financial Group's portfolio in Q2 2026, its #82 holding.
Opulen Financial Group first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2024 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 Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.