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Principal Securities’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Principal Securities’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
-58
Closed -$5.1K – 2993
2025
Q3 		$5.1K Sell
58
-40
-41% -$3.45K ﹤0.01% 2960
2025
Q2 		$8.36K Sell
98
-7
-7% -$574 ﹤0.01% 2686
2025
Q1 		$7.61K Hold
105
– – ﹤0.01% 2631
2024
Q4 		$7.61K Hold
105
– – ﹤0.01% 2627
2024
Q3 		$8.45K Sell
105
-149
-59% -$11.6K ﹤0.01% 2509
2024
Q2 		$19K Sell
254
-1
-0.4% -$76 ﹤0.01% 2084
2024
Q1 		$19.4K Buy
255
+92
+56% +$6.79K ﹤0.01% 2019
2023
Q4 		$11.9K Buy
+163
New +$11.2K ﹤0.01% 2156

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

Principal Securities's QEFA Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2025, closing a stake of 58 shares — an estimated $5.1K sold.

Principal Securities first reported a position in QEFA in Q4 2023 and held it in 8 quarters. The position peaked at $19.4K in Q1 2024. 141 funds tracked by Wall St. Rank hold QEFA as of Q4 2025.

  • Principal Securities reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 58 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2025, an estimated $5.1K.
  • Principal Securities first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $19.4K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.