Wealthcare Advisory Partners’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Wealthcare Advisory Partners’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	$2M	Sell	20,844 -3,675	-15%	-$354K	0.04%	363
2026 Q1	$2.29M	Buy	24,519 +59	+0.2%	+$5.59K	0.04%	343
2025 Q4	$2.22M	Buy	24,460 +612	+3%	+$54.5K	0.04%	341
2025 Q3	$2.1M	Sell	23,848 -46	-0.2%	-$3.96K	0.04%	331
2025 Q2	$2.04M	Buy	23,894 +1,468	+7%	+$120K	0.05%	322
2025 Q1	$1.77M	Sell	22,426 -17,308	-44%	-$1.34M	0.05%	310
2024 Q4	$2.88M	Buy	39,734 +8,817	+29%	+$673K	0.08%	212
2024 Q3	$2.49M	Sell	30,917 -6,182	-17%	-$480K	0.07%	233
2024 Q2	$2.77M	Sell	37,099 -2,392	-6%	-$181K	0.09%	194
2024 Q1	$3M	Sell	39,491 -30,809	-44%	-$2.27M	0.1%	173
2023 Q4	$5.14M	Buy	70,300 +17,145	+32%	+$1.18M	0.2%	89
2023 Q3	$3.56M	Sell	53,155 -55,665	-51%	-$3.86M	0.16%	104
2023 Q2	$7.61M	Sell	108,820 -22,366	-17%	-$1.57M	0.34%	55
2023 Q1	$9.09M	Buy	131,186 +37,941	+41%	+$2.57M	0.39%	51
2022 Q4	$5.98M	Buy	93,245 +8,590	+10%	+$529K	0.29%	68
2022 Q3	$4.72M	Sell	84,655 -14,880	-15%	-$919K	0.27%	77
2022 Q2	$6.17M	Buy	99,535 +6,038	+6%	+$404K	0.37%	49
2022 Q1	$6.75M	Buy	93,497 +15,623	+20%	+$1.14M	0.41%	39
2021 Q4	$5.98M	Buy	77,874 +10,792	+16%	+$826K	0.36%	43
2021 Q3	$5.04M	Buy	67,082 +6,005	+10%	+$464K	0.33%	48
2021 Q2	$4.62M	Buy	61,077 +15,145	+33%	+$1.14M	0.31%	48
2021 Q1	$3.31M	Buy	45,932 +26,373	+135%	+$1.89M	0.24%	58
2020 Q4	$1.37M	Buy	19,559 +12,032	+160%	+$793K	0.12%	106
2020 Q3	$465K	Buy	+7,527	New	+$467K	0.05%	210

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

Wealthcare Advisory Partners's QEFA Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 15% in Q2 2026, selling an estimated $354K and leaving 20,844 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #363.

Wealthcare Advisory Partners first reported a position in QEFA in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.09M in Q1 2023. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Wealthcare Advisory Partners held 20,844 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $2M as of Q2 2026.
Wealthcare Advisory Partners sold 3,675 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $354K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #363 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2020 and has held it in 24 quarters since.
Wealthcare Advisory Partners's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $9.09M in Q1 2023.
156 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.