QEFA Holdings — SPDR MSCI EAFE StrategicFactors ETF

All 635 reported holdings of SPDR MSCI EAFE StrategicFactors ETF (QEFA) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
ASML Holding NV2.52%$26.04M
State Street Global Advisors2.50%$25.81M
Novartis AG2.12%$21.90M
Roche Holding AG2.04%$21.09M
AstraZeneca PLC1.86%$19.22M
Nestle SA1.70%$17.59M
Unilever PLC1.15%$11.83M
Shell PLC1.08%$11.19M
Zurich Insurance Group AG1.05%$10.83M
Allianz SE1.05%$10.81M
BHP Group Ltd1.05%$10.79M
Tokyo Electron Ltd1.02%$10.49M
Novo Nordisk A/S1.00%$10.36M
Gsk PLC0.89%$9.17M
ABB Ltd0.88%$9.10M
Sap SE0.85%$8.80M
British American Tobacco PLC0.82%$8.43M
TotalEnergies SE0.80%$8.24M
Air Liquide SA0.78%$8.08M
Advantest Corp0.77%$7.92M
HSBC Holdings PLC0.76%$7.83M
Schneider Electric SE0.75%$7.71M
Iberdrola SA0.73%$7.50M
Rolls-Royce Holdings PLC0.66%$6.86M
LVMH Moet Hennessy Louis Vuitton SE0.63%$6.54M
Fast Retailing Co Ltd0.63%$6.52M
Industria de Diseno Textil SA0.61%$6.33M
DBS Group Holdings Ltd0.61%$6.26M
Airbus SE0.61%$6.25M
L'Oreal SA0.60%$6.24M
Wesfarmers Ltd0.56%$5.77M
BAE Systems PLC0.56%$5.76M
Secom Co Ltd0.55%$5.70M
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen0.55%$5.63M
Takeda Pharmaceutical Co Ltd0.54%$5.59M
Banco Santander SA0.54%$5.59M
Sony Group Corp0.54%$5.54M
Rio Tinto PLC0.53%$5.48M
Eni SpA0.53%$5.43M
Cie Financiere Richemont SA0.52%$5.39M
Oversea-Chinese Banking Corp Ltd0.51%$5.27M
Recruit Holdings Co Ltd0.50%$5.16M
Toyota Motor Corp0.49%$5.06M
Bp PLC0.49%$5.03M
Sampo Oyj0.48%$4.96M
Koninklijke Ahold Delhaize NV0.48%$4.94M
Compass Group PLC0.47%$4.89M
Swisscom AG0.45%$4.68M
Equinor ASA0.45%$4.67M
Orange SA0.44%$4.57M
Keyence Corp0.44%$4.54M
BOC Hong Kong Holdings Ltd0.42%$4.36M
BNP Paribas SA0.42%$4.35M
KDDI Corp0.42%$4.35M
Sanofi SA0.41%$4.27M
Tokio Marine Holdings Inc0.41%$4.22M
Atlas Copco AB0.40%$4.09M
Mitsubishi UFJ Financial Group Inc0.39%$4.02M
Deutsche Boerse AG0.39%$3.97M
SoftBank Corp0.38%$3.89M
Bank Hapoalim BM0.38%$3.87M
Hoya Corp0.37%$3.78M
Deutsche Telekom AG0.37%$3.78M
Singapore Exchange Ltd0.36%$3.73M
Relx PLC0.35%$3.65M
Danone SA0.35%$3.64M
Otsuka Holdings Co Ltd0.35%$3.62M
Commonwealth Bank of Australia0.35%$3.60M
Swiss Prime Site AG0.35%$3.60M
CLP Holdings Ltd0.35%$3.58M
Japan Tobacco Inc0.34%$3.54M
Poste Italiane SpA0.34%$3.50M
Ferrari NV0.34%$3.48M
UniCredit SpA0.33%$3.42M
East Japan Railway Co0.33%$3.39M
United Overseas Bank Ltd0.33%$3.38M
Schindler Holding AG0.32%$3.35M
NTT Inc0.32%$3.34M
Banco Bilbao Vizcaya Argentaria SA0.32%$3.28M
UBS Group AG0.32%$3.28M
Astellas Pharma Inc0.32%$3.27M
Shionogi & Co Ltd0.31%$3.22M
Mercedes-Benz Group AG0.31%$3.16M
Anheuser-Busch InBev SA/NV0.30%$3.10M
Nordea Bank Abp0.30%$3.09M
Givaudan SA0.30%$3.08M
Shin-Etsu Chemical Co Ltd0.30%$3.05M
Power Assets Holdings Ltd0.29%$3.03M
Koninklijke KPN NV0.29%$3.01M
Hong Kong Exchanges & Clearing Ltd0.29%$2.98M
Barclays PLC0.29%$2.98M
Bank Leumi Le-Israel BM0.29%$2.98M
National Grid PLC0.28%$2.93M
Bridgestone Corp0.28%$2.87M
Haleon PLC0.28%$2.86M
Sumitomo Mitsui Financial Group Inc0.28%$2.85M
Kone Oyj0.28%$2.84M
Transurban Group0.27%$2.83M
Obic Co Ltd0.27%$2.83M
Mitsubishi Corp0.27%$2.80M
E.on SE0.27%$2.76M
Reckitt Benckiser Group PLC0.27%$2.76M
Enel SpA0.27%$2.76M
Volvo AB0.27%$2.75M
Central Japan Railway Co0.26%$2.73M
Medibank Pvt Ltd0.26%$2.72M
Chocoladefabriken Lindt & Spruengli AG0.26%$2.70M
CaixaBank SA0.26%$2.66M
Helvetia Baloise Holding AG0.26%$2.66M
Tesco PLC0.26%$2.64M
Siemens AG0.26%$2.63M
Fujitsu Ltd0.25%$2.62M
Honda Motor Co Ltd0.25%$2.57M
ING Groep NV0.25%$2.54M
ITOCHU Corp0.24%$2.51M
Fujikura Ltd0.24%$2.51M
Rheinmetall AG0.24%$2.49M
Kao Corp0.24%$2.45M
Hermes International SCA0.24%$2.45M
CSL Ltd0.24%$2.43M
3i Group PLC0.23%$2.42M
Singapore Technologies Engineering Ltd0.23%$2.42M
Groupe Bruxelles Lambert NV0.23%$2.40M
Diageo PLC0.23%$2.37M
Volkswagen AG0.23%$2.34M
Lloyds Banking Group PLC0.23%$2.34M
Rio Tinto Ltd0.23%$2.34M
Repsol SA0.22%$2.30M
Elbit Systems Ltd0.22%$2.29M
Coles Group Ltd0.22%$2.25M
Imperial Brands PLC0.22%$2.25M
Aena SME SA0.22%$2.25M
Japan Post Bank Co Ltd0.22%$2.25M
Chugai Pharmaceutical Co Ltd0.22%$2.24M
Tryg A/S0.21%$2.20M
ASM International NV0.21%$2.20M
Argenx SE0.21%$2.18M
Nintendo Co Ltd0.21%$2.16M
Teva Pharmaceutical Industries Ltd0.21%$2.16M
Brambles Ltd0.21%$2.16M
Canon Inc0.21%$2.12M
Daito Trust Construction Co Ltd0.20%$2.11M
Mizuho Financial Group Inc0.20%$2.11M
QBE Insurance Group Ltd0.20%$2.07M
ANZ Group Holdings Ltd0.20%$2.06M
Axa SA0.20%$2.05M
Intesa Sanpaolo SpA0.20%$2.05M
Generali0.20%$2.03M
Societe Generale SA0.20%$2.02M
Snam SpA0.19%$2.00M
Deutsche Bank AG0.19%$2.00M
Disco Corp0.19%$2.00M
NatWest Group PLC0.19%$1.99M
Endesa SA0.19%$1.98M
Mitsui & Co Ltd0.19%$1.98M
Sandvik AB0.19%$1.97M
Kyocera Corp0.19%$1.97M
Nippon Building Fund Inc0.19%$1.97M
Bayer AG0.19%$1.96M
Westpac Banking Corp0.19%$1.94M
Next PLC0.19%$1.93M
Elisa Oyj0.19%$1.92M
Omv AG0.18%$1.90M
MS&AD Insurance Group Holdings Inc0.18%$1.89M
Prysmian SpA0.18%$1.87M
Glencore PLC0.18%$1.86M
Stellantis NV0.18%$1.84M
Legrand SA0.18%$1.81M
Geberit AG0.17%$1.80M
Nomura Research Institute Ltd0.17%$1.80M
Prudential PLC0.17%$1.76M
Kerry Group PLC0.17%$1.75M
Thales SA0.17%$1.72M
HKT Trust & HKT Ltd0.16%$1.69M
Swiss Re AG0.16%$1.65M
Mizrahi Tefahot Bank Ltd0.16%$1.65M
Experian PLC0.16%$1.64M
Assa Abloy AB0.16%$1.63M
Daiwa House Industry Co Ltd0.16%$1.63M
Investor AB0.16%$1.62M
National Australia Bank Ltd0.16%$1.62M
Pan Pacific International Holdings Corp0.16%$1.61M
Merck KGaA0.15%$1.59M
AP Moller - Maersk A/S0.15%$1.58M
Otsuka Corp0.15%$1.57M
Galp Energia SGPS SA0.15%$1.56M
Engie SA0.15%$1.56M
Telefonaktiebolaget LM Ericsson0.15%$1.55M
Deutsche Post AG0.15%$1.55M
Pearson PLC0.15%$1.55M
Telstra Group Ltd0.15%$1.55M
Sika AG0.15%$1.54M
Bayerische Motoren Werke AG0.15%$1.53M
CK Infrastructure Holdings Ltd0.15%$1.53M
Coca-Cola Europacific Partners PLC0.15%$1.52M
Osaka Gas Co Ltd0.15%$1.51M
Sage Group PLC/The0.14%$1.50M
Vinci SA0.14%$1.49M
Check Point Software Technologies Ltd0.14%$1.47M
Banque Cantonale Vaudoise0.14%$1.44M
London Stock Exchange Group PLC0.14%$1.44M
Nokia Oyj0.14%$1.44M
Qiagen NV0.14%$1.44M
Lasertec Corp0.14%$1.44M
Sunbelt Rentals Holdings Inc0.14%$1.43M
Singapore Telecommunications Ltd0.14%$1.42M
Panasonic Holdings Corp0.14%$1.42M
MTR Corp Ltd0.14%$1.41M
Kirin Holdings Co Ltd0.13%$1.39M
Hong Kong & China Gas Co Ltd0.13%$1.39M
Oriental Land Co Ltd/Japan0.13%$1.38M
Japan Post Holdings Co Ltd0.13%$1.37M
Daiichi Sankyo Co Ltd0.13%$1.36M
Kuehne + Nagel International AG0.13%$1.34M
Swire Pacific Ltd0.13%$1.33M
Fortescue Ltd0.13%$1.33M
Admiral Group PLC0.13%$1.33M
Inpex Corp0.13%$1.31M
Redeia Corp SA0.13%$1.31M
Beiersdorf AG0.13%$1.30M
Universal Music Group NV0.12%$1.28M
Henkel AG & Co KGaA0.12%$1.27M
Publicis Groupe SA0.12%$1.27M
Vodafone Group PLC0.12%$1.27M
Heineken NV0.12%$1.26M
Israel Discount Bank Ltd0.12%$1.26M
Basf SE0.12%$1.26M
Epiroc AB0.12%$1.24M
West Japan Railway Co0.12%$1.24M
Fisher & Paykel Healthcare Corp Ltd0.12%$1.24M
Woodside Energy Group Ltd0.12%$1.22M
Nippon Yusen KK0.12%$1.22M
Danske Bank A/S0.12%$1.22M
Standard Chartered PLC0.12%$1.21M
Ucb SA0.12%$1.21M
Singapore Airlines Ltd0.11%$1.18M
AIB Group PLC0.11%$1.18M
Suzuki Motor Corp0.11%$1.18M
MTU Aero Engines AG0.11%$1.17M
Phoenix Financial Ltd0.11%$1.17M
Ryohin Keikaku Co Ltd0.11%$1.16M
Seven & i Holdings Co Ltd0.11%$1.16M
Aristocrat Leisure Ltd0.11%$1.16M
Kyowa Kirin Co Ltd0.11%$1.15M
Rwe AG0.11%$1.15M
Terna - Rete Elettrica Nazionale0.11%$1.15M
CK Hutchison Holdings Ltd0.11%$1.14M
Adyen NV0.11%$1.12M
Hitachi Ltd0.11%$1.11M
Hannover Rueck SE0.11%$1.10M
VAT Group AG0.11%$1.10M
ANA Holdings Inc0.11%$1.10M
Kongsberg Gruppen ASA0.11%$1.09M
Techtronic Industries Co Ltd0.10%$1.08M
Partners Group Holding AG0.10%$1.08M
Woolworths Group Ltd0.10%$1.08M
Holcim AG0.10%$1.06M
Genmab A/S0.10%$1.06M
Mitsui OSK Lines Ltd0.10%$1.05M
Insurance Australia Group Ltd0.10%$1.05M
Carrefour SA0.10%$1.04M
BE Semiconductor Industries NV0.10%$1.03M
Asics Corp0.10%$1.03M
Dsv A/s0.10%$1.01M
Ryanair Holdings PLC0.10%$1.01M
Chubu Electric Power Co Inc0.10%$992.23K
Cie de Saint-Gobain SA0.10%$989.11K
Nitori Holdings Co Ltd0.10%$986.45K
Tokyo Gas Co Ltd0.10%$983.28K
EssilorLuxottica SA0.10%$979.99K
Getlink SE0.09%$976.19K
Verbund AG0.09%$972.20K
Fresenius SE & Co KGaA0.09%$969.16K
NEC Corp0.09%$968.42K
Erste Group Bank AG0.09%$952.29K
Sgs SA0.09%$951.43K
Aeon Co Ltd0.09%$946.39K
Washington H Soul Pattinson & Co Ltd0.09%$937.70K
Unicharm Corp0.09%$927.30K
AIA Group Ltd0.09%$918.61K
Infineon Technologies AG0.09%$916.27K
Wartsila OYJ Abp0.09%$912.91K
Capgemini SE0.09%$906.69K
Essity AB0.09%$900.09K
Nippon Steel Corp0.09%$892.26K
Suntory Beverage & Food Ltd0.09%$882.30K
Halma PLC0.08%$871.40K
KBC Group NV0.08%$870.61K
Cie Generale des Etablissements Michelin SCA0.08%$869.20K
Murata Manufacturing Co Ltd0.08%$862.38K
Novonesis Novozymes B0.08%$853.46K
Mitsubishi HC Capital Inc0.08%$852.15K
Boliden AB0.08%$844.88K
FinecoBank Banca Fineco SpA0.08%$845.39K
ENEOS Holdings Inc0.08%$844.64K
Bkw AG0.08%$843.84K
Logitech International SA0.08%$841.20K
Computershare Ltd0.08%$837.75K
Carlsberg AS0.08%$836.23K
Safran SA0.08%$831.08K
Orion Oyj0.08%$828.94K
Alfa Laval AB0.08%$827.81K
Daiichi Life Group Inc0.08%$826.19K
Daikin Industries Ltd0.08%$820.18K
ArcelorMittal SA0.08%$819.12K
Bunzl PLC0.08%$815.91K
Jeronimo Martins SGPS SA0.08%$809.54K
SCREEN Holdings Co Ltd0.08%$799.73K
SoftBank Group Corp0.08%$799.84K
Coloplast A/S0.08%$798.41K
Hexagon AB0.08%$799.05K
Auckland International Airport Ltd0.08%$785.21K
Straumann Holding AG0.08%$785.22K
Idemitsu Kosan Co Ltd0.08%$785.03K
Jardine Matheson Holdings Ltd0.08%$781.05K
ABN AMRO Bank NV0.08%$778.32K
FUJIFILM Holdings Corp0.07%$771.50K
Macquarie Group Ltd0.07%$767.82K
Coca-Cola HBC AG0.07%$763.69K
Marubeni Corp0.07%$761.83K
Obayashi Corp0.07%$759.52K
Ebara Corp0.07%$750.60K
Sun Hung Kai Properties Ltd0.07%$744.65K
Bandai Namco Holdings Inc0.07%$742.71K
Hankyu Hanshin Holdings Inc0.07%$735.99K
Swedbank AB0.07%$735.21K
Sumitomo Corp0.07%$731.97K
Lottery Corp Ltd/The0.07%$726.85K
ORIX Corp0.07%$726.42K
Intertek Group PLC0.07%$721.08K
Banca Monte dei Paschi di Siena SpA0.07%$719.72K
Moncler SpA0.07%$716.83K
Commerzbank AG0.07%$713.65K
Daimler Truck Holding AG0.07%$713.19K
Skandinaviska Enskilda Banken AB0.07%$697.50K
Terumo Corp0.07%$684.53K
Nova Ltd0.07%$683.51K
Sumitomo Mitsui Trust Group Inc0.07%$682.01K
Veolia Environnement SA0.07%$681.17K
DNB Bank ASA0.07%$679.31K
Sompo Holdings Inc0.06%$667.84K
Ageas SA/NV0.06%$666.58K
Nomura Holdings Inc0.06%$662.72K
Evolution Mining Ltd0.06%$658.25K
Japan Exchange Group Inc0.06%$654.45K
Azrieli Group Ltd0.06%$653.92K
Kingspan Group PLC0.06%$650.63K
Bollore SE0.06%$642.24K
NN Group NV0.06%$639.81K
STMicroelectronics NV0.06%$634.53K
Unipol Assicurazioni SpA0.06%$635.13K
Komatsu Ltd0.06%$633.90K
Denso Corp0.06%$627.93K
Nitto Denko Corp0.06%$624.15K
Sonova Holding AG0.06%$622.51K
Saab AB0.06%$619.84K
Evolution AB0.06%$619.35K
Svenska Handelsbanken AB0.06%$618.50K
Mitsubishi Electric Corp0.06%$614.63K
Smiths Group PLC0.06%$614.31K
AerCap Holdings NV0.06%$608.78K
Continental AG0.06%$606.71K
Metso Oyj0.06%$601.53K
Sse PLC0.06%$597.04K
Sino Land Co Ltd0.06%$591.43K
Sigma Healthcare Ltd0.06%$590.59K
Pandora A/S0.06%$589.76K
Daifuku Co Ltd0.06%$583.06K
Dai Nippon Printing Co Ltd0.06%$578.57K
Bureau Veritas SA0.06%$579.10K
Gjensidige Forsikring ASA0.06%$577.79K
Credit Agricole SA0.06%$573.78K
Nissan Motor Co Ltd0.06%$573.17K
Smith & Nephew PLC0.06%$569.22K
Sumitomo Electric Industries Ltd0.06%$569.10K
Dassault Systemes SE0.05%$563.86K
Asahi Group Holdings Ltd0.05%$554.34K
Banco de Sabadell SA0.05%$553.55K
GEA Group AG0.05%$551.37K
Origin Energy Ltd0.05%$548.98K
Alcon AG0.05%$546.30K
Bouygues SA0.05%$544.65K
Raiffeisen Bank International AG0.05%$544.09K
Belimo Holding AG0.05%$543.76K
Bank of Ireland Group PLC0.05%$543.27K
WH Group Ltd0.05%$538.38K
BPER Banca SPA0.05%$535.96K
Kansai Electric Power Co Inc/The0.05%$535.78K
Olympus Corp0.05%$534.19K
Anglo American PLC0.05%$532.20K
Fuji Electric Co Ltd0.05%$532.20K
Renesas Electronics Corp0.05%$532.39K
Heidelberg Materials AG0.05%$525.13K
Mitsui Kinzoku Co Ltd0.05%$523.61K
Recordati Industria Chimica e Farmaceutica SpA0.05%$521.88K
Banco BPM SpA0.05%$520.18K
Leonardo SpA0.05%$511.17K
Telefonica SA0.05%$495.84K
Yara International ASA0.05%$487.12K
Centrica PLC0.05%$486.05K
Pro Medicus Ltd0.05%$485.81K
AddTech AB0.05%$483.48K
Wise Group PLC0.05%$479.34K
Renault SA0.05%$478.37K
Skf Ab0.05%$476.51K
BT Group PLC0.05%$475.48K
Kikkoman Corp0.05%$465.94K
Securitas AB0.04%$454.30K
Resona Holdings Inc0.04%$453.53K
Orkla ASA0.04%$451.55K
Banco Comercial Portugues SA0.04%$450.26K
Vonovia SE0.04%$444.98K
Kubota Corp0.04%$442.83K
Exor NV0.04%$442.14K
Kioxia Holdings Corp0.04%$441.43K
Subaru Corp0.04%$439.69K
BioMerieux0.04%$433.33K
Mitsubishi Chemical Group Corp0.04%$432.58K
Symrise AG0.04%$426.12K
Konami Group Corp0.04%$423.89K
Toyota Tsusho Corp0.04%$422.99K
Neste Oyj0.04%$422.33K
Yangzijiang Shipbuilding Holdings Ltd0.04%$419.88K
Deutsche Lufthansa AG0.04%$412.54K
Kawasaki Kisen Kaisha Ltd0.04%$411.30K
Mitsui Fudosan Co Ltd0.04%$409.51K
Mitsubishi Heavy Industries Ltd0.04%$396.99K
TDK Corp0.04%$397.58K
Endeavour Mining PLC0.04%$395.06K
Santos Ltd0.04%$393.29K
Sandoz Group AG0.04%$391.68K
ASX Ltd0.04%$387.58K
Lonza Group AG0.04%$385.00K
Legal & General Group PLC0.04%$383.58K
Telenor ASA0.04%$382.96K
Infratil Ltd0.04%$381.66K
Swedish Orphan Biovitrum AB0.04%$380.03K
JFE Holdings Inc0.04%$376.26K
Siemens Energy AG0.04%$376.46K
Ipsen SA0.04%$373.24K
adidas AG0.04%$371.86K
Kering SA0.04%$371.24K
Aviva PLC0.04%$370.18K
Heineken Holding NV0.04%$366.54K
Rexel SA0.04%$363.77K
Naturgy Energy Group SA0.03%$355.96K
Lifco AB0.03%$353.93K
J Sainsbury PLC0.03%$352.39K
Swiss Life Holding AG0.03%$351.80K
Sekisui House Ltd0.03%$351.67K
SITC International Holdings Co Ltd0.03%$352.13K
Cochlear Ltd0.03%$346.33K
Schroders PLC0.03%$344.12K
ACS Actividades de Construccion y Servicios SA0.03%$343.41K
Edp SA0.03%$334.85K
Yokogawa Electric Corp0.03%$332.85K
Eiffage SA0.03%$331.80K
Asahi Kasei Corp0.03%$331.70K
Knorr-Bremse AG0.03%$327.10K
CK Asset Holdings Ltd0.03%$325.93K
Julius Baer Group Ltd0.03%$323.71K
Spirax Group PLC0.03%$323.68K
Pernod Ricard SA0.03%$318.18K
UPM-Kymmene Oyj0.03%$313.63K
H & M Hennes & Mauritz AB0.03%$311.36K
Scentre Group0.03%$310.18K
REA Group Ltd0.03%$310.51K
Mitsubishi Estate Co Ltd0.03%$308.60K
ASR Nederland NV0.03%$304.05K
Capcom Co Ltd0.03%$302.08K
Toray Industries Inc0.03%$300.39K
Koninklijke Philips NV0.03%$299.52K
Aker BP ASA0.03%$299.66K
Tele2 AB0.03%$298.10K
Mowi ASA0.03%$297.38K
Yamaha Motor Co Ltd0.03%$293.92K
Lotus Bakeries NV0.03%$292.27K
Ayvens SA0.03%$289.49K
Fresnillo PLC0.03%$287.98K
Euronext NV0.03%$286.51K
Isuzu Motors Ltd0.03%$280.51K
Klepierre SA0.03%$280.79K
Scout24 SE0.03%$280.91K
BAWAG Group AG0.03%$279.79K
EMS-Chemie Holding AG0.03%$274.06K
Sanrio Co Ltd0.03%$273.43K
Daiwa Securities Group Inc0.03%$271.93K
International Consolidated Airlines Group SA0.03%$271.82K
OPC Energy Ltd0.03%$270.88K
Fresenius Medical Care AG0.03%$268.80K
FANUC Corp0.03%$267.00K
Futu Holdings Ltd0.03%$266.97K
AGC Inc0.03%$265.70K
Rational AG0.03%$263.62K
SMC Corp0.03%$263.15K
Banca Mediolanum SpA0.03%$263.15K
Amadeus IT Group SA0.03%$261.40K
Wilmar International Ltd0.03%$261.24K
Nidec Corp.0.03%$258.76K
Industrivarden AB0.03%$259.29K

QEFA overview: performance, fees, allocation and SEC filings