Advisory Solutions Group’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Advisory Solutions Group’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 Q3	$606K	Sell	11,311 -297	-3%	-$16.3K	0.13%	148
2026 Q2	$628K	Buy	+11,608	New	+$616K	0.21%	99

Other funds holding EFAX

F.L. Putnam Investment Management Lynnfield, Massachusetts $9.33B AUM 30.52% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $499M AUM 15.41% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.35B AUM 12.1% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Advisory Solutions Group's EFAX Position: Q3 2026 in Review

Advisory Solutions Group reduced its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 2.6% in Q3 2026, selling an estimated $16.3K and leaving 11,311 shares worth $606K. The position accounts for 0.13% of the portfolio, ranked #148.

Advisory Solutions Group first reported a position in EFAX in Q2 2026 and has held it in 2 quarters since. The position peaked at $628K in Q2 2026. 77 funds tracked by Wall St. Rank hold EFAX as of Q3 2026.

Advisory Solutions Group held 11,311 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $606K as of Q3 2026.
Advisory Solutions Group sold 297 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2026, an estimated $16.3K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.13% of Advisory Solutions Group's portfolio in Q3 2026, its #148 holding.
Advisory Solutions Group first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2026 and has held it in 2 quarters since.
Advisory Solutions Group's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $628K in Q2 2026.
77 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.