Walkner Condon Financial Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Walkner Condon Financial 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	$458K	Sell	4,765 -200	-4%	-$19.3K	0.05%	201
2026 Q1	$463K	Sell	4,965 -400	-7%	-$37.9K	0.06%	185
2025 Q4	$486K	Sell	5,365 -75	-1%	-$6.67K	0.07%	181
2025 Q3	$478K	Sell	5,440 -175	-3%	-$15.1K	0.08%	177
2025 Q2	$479K	Sell	5,615 -310	-5%	-$25.4K	0.09%	165
2025 Q1	$468K	Sell	5,925 -275	-4%	-$21.2K	0.09%	165
2024 Q4	$450K	Sell	6,200 -1,640	-21%	-$125K	0.09%	172
2024 Q3	$631K	Sell	7,840 -833	-10%	-$64.6K	0.13%	131
2024 Q2	$648K	Sell	8,673 -527	-6%	-$39.8K	0.14%	118
2024 Q1	$700K	Buy	9,200 +860	+10%	+$63.4K	0.15%	122
2023 Q4	$610K	Sell	8,340 -770	-8%	-$52.9K	0.14%	129
2023 Q3	$611K	Buy	9,110 +3,455	+61%	+$240K	0.16%	116
2023 Q2	$395K	Buy	+5,655	New	+$397K	0.1%	153

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 $579M AUM 17.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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 $3.69B AUM 15.82% 1-Year Est. Return

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

Walkner Condon Financial Advisors's QEFA Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 4% in Q2 2026, selling an estimated $19.3K and leaving 4,765 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #201.

Walkner Condon Financial Advisors first reported a position in QEFA in Q2 2023 and has held it in 13 quarters since. The position peaked at $700K in Q1 2024. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Walkner Condon Financial Advisors held 4,765 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $458K as of Q2 2026.
Walkner Condon Financial Advisors sold 200 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $19.3K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #201 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2023 and has held it in 13 quarters since.
Walkner Condon Financial Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $700K in Q1 2024.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.