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AIFG Consultants’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

AIFG Consultants’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
2024
Q4 		– Sell
-8,666
Closed -$379K – 53
2024
Q3 		$379K Sell
8,666
-10
-0.1% -$420 0.29% 36
2024
Q2 		$354K Buy
8,676
+48
+0.6% +$1.97K 0.26% 33
2024
Q1 		$359K Buy
8,628
+853
+11% +$34K 0.26% 29
2023
Q4 		$303K Sell
7,775
-2,109
-21% -$76.8K 0.23% 29
2023
Q3 		$351K Buy
9,884
+1,731
+21% +$64.1K 0.29% 27
2023
Q2 		$307K Sell
8,153
-692
-8% -$26K 0.25% 32
2023
Q1 		$328K Buy
8,845
+2,459
+39% +$89.1K 0.28% 29
2022
Q4 		$217K Buy
+6,386
New +$208K 0.21% 34

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return