VestGen Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

VestGen Advisors’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	$536K	Hold	5,580	–	–	0.02%	649
2026 Q1	$543K	Sell	5,580 -133	-2%	-$12.6K	0.01%	640
2025 Q4	$518K	Sell	5,713 -492	-8%	-$43.8K	0.02%	476
2025 Q3	$545K	Sell	6,205 -43	-0.7%	-$3.7K	0.02%	470
2025 Q2	$533K	Buy	6,248 +100	+2%	+$8.21K	0.02%	412
2025 Q1	$485K	Buy	+6,148	New	+$475K	0.02%	388

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

VestGen Advisors's QEFA Position: Q2 2026 in Review

VestGen Advisors held its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) position steady in Q2 2026 at 5,580 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #649.

VestGen Advisors first reported a position in QEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $545K in Q3 2025. 154 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

VestGen Advisors held 5,580 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $536K as of Q2 2026.
VestGen Advisors left its State Street SPDR MSCI EAFE StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #649 holding.
VestGen Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $545K in Q3 2025.
154 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.