Western Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Western Wealth Management’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	$3.37M	Buy	35,111 +3,371	+11%	+$325K	0.11%	192
2026 Q1	$2.96M	Buy	31,740 +1,178	+4%	+$112K	0.11%	195
2025 Q4	$2.77M	Buy	30,562 +1,640	+6%	+$146K	0.13%	168
2025 Q3	$2.54M	Buy	28,922 +1,762	+6%	+$152K	0.13%	151
2025 Q2	$2.32M	Buy	27,160 +3,179	+13%	+$261K	0.14%	147
2025 Q1	$1.89M	Sell	23,981 -1,528	-6%	-$118K	0.13%	161
2024 Q4	$1.85M	Buy	25,509 +1,842	+8%	+$141K	0.1%	207
2024 Q3	$1.9M	Buy	23,667 +2,320	+11%	+$180K	0.11%	191
2024 Q2	$1.6M	Buy	21,347 +714	+3%	+$53.9K	0.12%	154
2024 Q1	$1.57M	Buy	20,633 +2,282	+12%	+$168K	0.12%	161
2023 Q4	$1.34M	Sell	18,351 -116	-0.6%	-$7.97K	0.1%	221
2023 Q3	$1.24M	Buy	18,467 +354	+2%	+$24.6K	0.1%	209
2023 Q2	$1.27M	Buy	18,113 +180	+1%	+$12.7K	0.11%	198
2023 Q1	$1.24M	Sell	17,933 -118	-0.7%	-$7.99K	0.12%	190
2022 Q4	$1.16M	Sell	18,051 -17,451	-49%	-$1.07M	0.12%	195
2022 Q3	$1.98M	Buy	35,502 +5,360	+18%	+$331K	0.11%	186
2022 Q2	$1.87M	Buy	30,142 +2,467	+9%	+$165K	0.11%	193
2022 Q1	$2M	Buy	27,675 +18,850	+214%	+$1.38M	0.1%	205
2021 Q4	$677K	Buy	+8,825	New	+$676K	0.07%	270
2021 Q2	$368K	Buy	4,827 +346	+8%	+$26.1K	0.04%	436
2021 Q1	$323K	Buy	4,481 +991	+28%	+$70.8K	0.04%	386
2020 Q4	$244K	Buy	+3,490	New	+$230K	0.04%	402

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

Western Wealth Management's QEFA Position: Q2 2026 in Review

Western Wealth Management increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 11% in Q2 2026, buying an estimated $325K and bringing the position to 35,111 shares worth $3.37M. The position accounts for 0.11% of the portfolio, ranked #192.

Western Wealth Management first reported a position in QEFA in Q4 2020 and has held it in 22 quarters since. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Western Wealth Management held 35,111 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $3.37M as of Q2 2026.
Western Wealth Management bought 3,371 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $325K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #192 holding.
Western Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2020 and has held it in 22 quarters since.
156 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.