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 New York $59.1B AUM 18.41% 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 $8.39B AUM 37.75% 1-Year Est. Return

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

AIFG Consultants's EFAX Position: Q4 2024 in Review

AIFG Consultants sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2024, closing a stake of 8,666 shares — an estimated $379K sold.

AIFG Consultants first reported a position in EFAX in Q4 2022 and held it in 8 quarters. The position peaked at $379K in Q3 2024. 76 funds tracked by Wall St. Rank hold EFAX as of Q4 2024.

AIFG Consultants reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2024 after selling out during the quarter.
AIFG Consultants sold 8,666 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2024, an estimated $379K.
AIFG Consultants first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2022 and held it in 8 quarters.
AIFG Consultants's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $379K in Q3 2024.
76 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2024.

Based on AIFG Consultants's 13F filing for Q4 2024, filed 29 Jan 2025.