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

Rockefeller Capital 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 Q1	–	Sell	-29	Closed	-$2.63K	–	4844
2025 Q4	$2.63K	Buy	+29	New	+$2.58K	﹤0.01%	4251
2023 Q1	–	Sell	-11	Closed	–	–	3453
2022 Q4	$0	Hold	11	–	–	﹤0.01%	4145
2022 Q3	$0	Hold	11	–	–	﹤0.01%	4290
2022 Q2	$0	Buy	+11	New	+$735	﹤0.01%	4340

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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management's QEFA Position: Q1 2026 in Review

Rockefeller Capital Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2026, closing a stake of 29 shares — an estimated $2.63K sold.

Rockefeller Capital Management first reported a position in QEFA in Q2 2022 and held it in 4 quarters. The position peaked at $2.63K in Q4 2025. 145 funds tracked by Wall St. Rank hold QEFA as of Q1 2026.

Rockefeller Capital Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2026 after selling out during the quarter.
Rockefeller Capital Management sold 29 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2026, an estimated $2.63K.
Rockefeller Capital Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2022 and held it in 4 quarters.
Rockefeller Capital Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $2.63K in Q4 2025.
145 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.