Vantage Financial Partners (Wisconsin)’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$281K	Buy	3,100 +43	+1%	+$3.83K	0.06%	169
2025 Q3	$269K	Sell	3,057 -49	-2%	-$4.22K	0.06%	173
2025 Q2	$265K	Sell	3,106 -143	-4%	-$11.7K	0.06%	169
2025 Q1	$256K	Sell	3,249 -3,853	-54%	-$298K	0.06%	158
2024 Q4	$515K	Sell	7,102 -2,563	-27%	-$196K	0.13%	100
2024 Q3	$778K	Sell	9,665 -1,714	-15%	-$133K	0.19%	76
2024 Q2	$850K	Sell	11,379 -415	-4%	-$31.3K	0.22%	50
2024 Q1	$897K	Buy	11,794 +638	+6%	+$47K	0.24%	50
2023 Q4	$815K	Buy	+11,156	New	+$767K	0.24%	46

Other funds holding QEFA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s QEFA Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 1.4% in Q4 2025, buying an estimated $3.83K and bringing the position to 3,100 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #169.

Vantage Financial Partners (Wisconsin) first reported a position in QEFA in Q4 2023 and has held it in 9 quarters since. The position peaked at $897K in Q1 2024. 141 funds tracked by Wall St. Rank hold QEFA as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 3,100 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $281K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 43 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2025, an estimated $3.83K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.06% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #169 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $897K in Q1 2024.
141 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.