Farther Finance Advisors, LLC QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF

Ownership history in Farther Finance Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported SPDR MSCI EAFE STRATEGICFACTORS ETF (QEFA) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.1% in 2025 Q1. The latest visible filing shows QEFA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QEFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in SPDR MSCI EAFE STRATEGICFACTORS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

QEFA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held QEFA — position size vs. price
% of Fund (quarterly)    QEFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 14,290 -168 -1.2% 0.01% $1.4M 2026-07-17 $97.26
2026 Q1 ADDED 14,458 +9,073 +168.5% 0.01% $1.4M 2026-04-07 $93.13
2025 Q4 REDUCED 21.4% +2.9% 5,385 -1,468 -21.4% 0.01% $488K 2026-01-23 $92.63
2025 Q3 REDUCED 11.4% +4.9% 6,853 -878 -11.4% 0.01% $602K 2025-10-14 $85.24
2025 Q2 REDUCED 84.0% +2.4% 7,731 -40,469 -84.0% 0.01% $660K 2025-07-11 $82.54
2025 Q1 ADDED 48,200 +48,109 +52867.0% 0.10% $3.8M 2025-04-14 $74.37
2024 Q3 INITIATED 91 0.00% $7K 2024-10-29 $72.77

FAQ About Farther Finance Advisors, LLC and QEFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning QEFA?

Farther Finance Advisors, LLC reported QEFA across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported QEFA position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for QEFA was 0.10% in 2025 Q1.

What is the latest reported QEFA position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 14,290 shares, equal to 0.01% of portfolio, with an estimated market value of $1.4M.

What does the chart on this QEFA ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly QEFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their QEFA position?

Based on 13F filing dates vs. subsequent QEFA price moves, Farther Finance Advisors, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on QEFA relative to SPY over the holding period was +1.5%.

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