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Stock index based on fund manager consensus updated each quarter
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AF
Advisornet Financial’s
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
Stock Holding History
Advisornet Financial’s Portfolio
EFAX Stock Details
EFAX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$41.5K
Buy
834
+37
+5%
+$1.92K
﹤0.01%
1111
2025
Q4
$40.2K
Buy
797
+37
+5%
+$1.84K
﹤0.01%
1117
2025
Q3
$37.5K
Buy
760
+21
+3%
+$1.01K
﹤0.01%
1113
2025
Q2
$35K
Buy
739
+37
+5%
+$1.67K
﹤0.01%
1107
2025
Q1
$30.2K
Sell
702
-19
-3%
-$808
﹤0.01%
1075
2024
Q4
$28.7K
Buy
721
+106
+17%
+$4.4K
﹤0.01%
1032
2024
Q3
$26.9K
Sell
615
-27
-4%
-$1.14K
﹤0.01%
1101
2024
Q2
$26.2K
Buy
642
+45
+8%
+$1.85K
﹤0.01%
1013
2024
Q1
$24.8K
Buy
597
+18
+3%
+$717
﹤0.01%
1011
2023
Q4
$22.6K
Buy
579
+49
+9%
+$1.78K
﹤0.01%
1046
2023
Q3
$18.8K
Sell
530
-13
-2%
-$482
﹤0.01%
1050
2023
Q2
$20.4K
Buy
543
+26
+5%
+$977
﹤0.01%
1086
2023
Q1
$19.1K
Buy
517
+15
+3%
+$544
﹤0.01%
1091
2022
Q4
$17.1K
Buy
502
+32
+7%
+$1.04K
﹤0.01%
1112
2022
Q3
$14K
Buy
470
+56
+14%
+$1.83K
﹤0.01%
1227
2022
Q2
$14K
Buy
414
+2
+0.5%
+$71
﹤0.01%
1250
2022
Q1
$16K
Buy
412
+408
+10,200%
+$16.1K
﹤0.01%
1312
2021
Q4
$0
Buy
+4
New
+$168
﹤0.01%
2056
2018
Q3
–
Sell
-918
Closed
-$32K
–
1506
2018
Q2
$32K
Buy
+918
New
+$33K
﹤0.01%
829
Other funds holding EFAX
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
GAM
Gemmer Asset Management
Walnut Creek, California
$1.27B AUM
21.99%
1-Year Est. Return
FLPIM
F.L. Putnam Investment Management
Lynnfield, Massachusetts
$6.71B AUM
23.99%
1-Year Est. Return
B
Bailard
Foster City, California
$4.35B AUM
23.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
WHAM
Windmill Hill Asset Management
Waddesdon, United Kingdom
$321M AUM
25.22%
1-Year Est. Return
Rockefeller Capital Management
New York
$56.4B AUM
24.96%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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