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

Orgel 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	$358K	Buy	3,727 +211	+6%	+$20.3K	0.01%	95
2026 Q1	$328K	Buy	3,516 +233	+7%	+$22.1K	0.01%	82
2025 Q4	$298K	Hold	3,283	–	–	0.01%	80
2025 Q3	$289K	Sell	3,283 -632	-16%	-$54.4K	0.01%	76
2025 Q2	$334K	Sell	3,915 -395	-9%	-$32.4K	0.01%	71
2025 Q1	$340K	Hold	4,310	–	–	0.01%	67
2024 Q4	$313K	Hold	4,310	–	–	0.01%	74
2024 Q3	$347K	Hold	4,310	–	–	0.01%	66
2024 Q2	$322K	Buy	4,310 +395	+10%	+$29.8K	0.01%	64
2024 Q1	$298K	Hold	3,915	–	–	0.01%	66
2023 Q4	$286K	Sell	3,915 -384	-9%	-$26.4K	0.01%	71
2023 Q3	$288K	Sell	4,299 -7,025	-62%	-$487K	0.01%	69
2023 Q2	$792K	Sell	11,324 -231,319	-95%	-$16.3M	0.03%	46
2023 Q1	$16.8M	Buy	242,643 +64	+0%	+$4.33K	0.6%	26
2022 Q4	$15.5M	Buy	242,579 +49,411	+26%	+$3.04M	0.6%	25
2022 Q3	$10.8M	Buy	193,168 +167,336	+648%	+$10.3M	0.53%	25
2022 Q2	$1.6M	Buy	+25,832	New	+$1.73M	0.09%	27

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

Orgel Wealth Management's QEFA Position: Q2 2026 in Review

Orgel Wealth Management increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 6% in Q2 2026, buying an estimated $20.3K and bringing the position to 3,727 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #95.

Orgel Wealth Management first reported a position in QEFA in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.8M in Q1 2023. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Orgel Wealth Management held 3,727 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $358K as of Q2 2026.
Orgel Wealth Management bought 211 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $20.3K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #95 holding.
Orgel Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2022 and has held it in 17 quarters since.
Orgel Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $16.8M in Q1 2023.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.