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

Simplicity Wealth’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	$270K	Hold	2,808	–	–	0.01%	876
2026 Q1	$262K	Hold	2,808	–	–	0.01%	635
2025 Q4	$255K	Hold	2,808	–	–	0.02%	610
2025 Q3	$247K	Sell	2,808 -5,838	-68%	-$503K	0.01%	617
2025 Q2	$738K	Buy	8,646 +5,838	+208%	+$479K	0.03%	387
2025 Q1	$222K	Hold	2,808	–	–	0.02%	502
2024 Q4	$204K	Hold	2,808	–	–	0.04%	311
2024 Q3	$226K	Hold	2,808	–	–	0.02%	452
2024 Q2	$210K	Buy	+2,808	New	+$212K	﹤0.01%	1093

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

Simplicity Wealth's QEFA Position: Q2 2026 in Review

Simplicity Wealth held its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) position steady in Q2 2026 at 2,808 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #876.

Simplicity Wealth first reported a position in QEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $738K in Q2 2025. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Simplicity Wealth held 2,808 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $270K as of Q2 2026.
Simplicity Wealth left its State Street SPDR MSCI EAFE StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #876 holding.
Simplicity Wealth first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2024 and has held it in 9 quarters since.
Simplicity Wealth's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $738K in Q2 2025.
156 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.