Wealth Enhancement Advisory Services’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Wealth Enhancement Advisory Services’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	$7.36M	Sell	75,849 -3,305	-4%	-$319K	0.01%	810
2026 Q1	$7.46M	Sell	79,154 -16,342	-17%	-$1.55M	0.02%	709
2025 Q4	$8.81M	Sell	95,496 -3,363	-3%	-$299K	0.01%	745
2025 Q3	$8.76M	Buy	98,859 +1,053	+1%	+$90.7K	0.01%	708
2025 Q2	$8.34M	Sell	97,806 -10,208	-9%	-$838K	0.01%	697
2025 Q1	$8.53M	Sell	108,014 -16,229	-13%	-$1.25M	0.02%	637
2024 Q4	$9.01M	Buy	124,243 +58,431	+89%	+$4.46M	0.02%	592
2024 Q3	$5.3M	Sell	65,812 -176	-0.3%	-$13.7K	0.01%	702
2024 Q2	$4.93M	Sell	65,988 -5,903	-8%	-$446K	0.01%	697
2024 Q1	$5.47M	Sell	71,891 -14,359	-17%	-$1.06M	0.01%	637
2023 Q4	$6.3M	Sell	86,250 -7,578	-8%	-$521K	0.02%	547
2023 Q3	$6.29M	Buy	93,828 +12,762	+16%	+$885K	0.02%	518
2023 Q2	$5.67M	Sell	81,066 -785,045	-91%	-$55.2M	0.06%	122
2023 Q1	$60M	Buy	866,111 +16,591	+2%	+$1.12M	0.7%	25
2022 Q4	$58.4M	Sell	849,520 -42,606	-5%	-$2.62M	0.75%	25
2022 Q3	$50.4M	Buy	892,126 +130,982	+17%	+$8.09M	0.72%	28
2022 Q2	$47.2M	Buy	761,144 +50,529	+7%	+$3.38M	0.66%	31
2022 Q1	$51.9M	Buy	710,615 +27,568	+4%	+$2.01M	0.7%	31
2021 Q4	$50.7M	Buy	683,047 +45,978	+7%	+$3.52M	0.73%	31
2021 Q3	$49.2M	Buy	637,069 +139,165	+28%	+$10.8M	0.73%	30
2021 Q2	$37.9M	Buy	497,904 +65,616	+15%	+$4.94M	0.61%	34
2021 Q1	$31.6M	Buy	432,288 +17,104	+4%	+$1.22M	0.57%	37
2020 Q4	$29.5M	Buy	415,184 +35,135	+9%	+$2.32M	0.67%	30
2020 Q3	$24.3M	Buy	380,049 +18,077	+5%	+$1.12M	0.64%	30
2020 Q2	$22.5M	Buy	361,972 +54,630	+18%	+$3.12M	0.65%	30
2020 Q1	$17.3M	Buy	307,342 +96,980	+46%	+$6.01M	0.62%	31
2019 Q4	$14.1M	Buy	210,362 +38,199	+22%	+$2.49M	0.5%	34
2019 Q3	$10.9M	Buy	172,163 +105,832	+160%	+$6.6M	0.44%	37
2019 Q2	$4.18M	Buy	66,331 +41,699	+169%	+$2.6M	0.18%	51
2019 Q1	$1.55M	Buy	24,632 +7,798	+46%	+$470K	0.09%	97
2018 Q4	$998K	Buy	16,834 +6,565	+64%	+$390K	0.06%	121
2018 Q3	$603K	Buy	10,269 +2,446	+31%	+$156K	0.04%	141
2018 Q2	$499K	Buy	7,823 +4,508	+136%	+$292K	0.03%	140
2018 Q1	$217K	Buy	+3,315	New	+$218K	0.01%	138

Other funds holding QEFA

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

EPW

Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's QEFA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 4.2% in Q2 2026, selling an estimated $319K and leaving 75,849 shares worth $7.36M. The position accounts for 0.01% of the portfolio, ranked #810.

Wealth Enhancement Advisory Services first reported a position in QEFA in Q1 2018 and has held it in 34 quarters since. The position peaked at $60M in Q1 2023. 58 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Wealth Enhancement Advisory Services held 75,849 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $7.36M as of Q2 2026.
Wealth Enhancement Advisory Services sold 3,305 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $319K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #810 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2018 and has held it in 34 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $60M in Q1 2023.
58 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.