American Financial & Tax Strategies’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

American Financial & Tax Strategies’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 Q2	$325K	Sell	6,007 -925	-13%	-$49.1K	0.15%	87
2026 Q1	$345K	Hold	6,932	–	–	0.17%	82
2025 Q4	$350K	Buy	6,932 +99	+1%	+$4.92K	0.17%	82
2025 Q3	$337K	Buy	6,833 +113	+2%	+$5.42K	0.17%	81
2025 Q2	$318K	Sell	6,720 -307	-4%	-$13.8K	0.16%	81
2025 Q1	$302K	Sell	7,027 -212	-3%	-$9.01K	0.16%	79
2024 Q4	$288K	Hold	7,239	–	–	0.15%	80
2024 Q3	$317K	Sell	7,239 -79	-1%	-$3.32K	0.16%	80
2024 Q2	$298K	Hold	7,318	–	–	0.16%	80
2024 Q1	$304K	Hold	7,318	–	–	0.16%	81
2023 Q4	$285K	Buy	+7,318	New	+$267K	0.16%	80

Other funds holding EFAX

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

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

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

LWIC

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

MMA

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

VAF

Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

American Financial & Tax Strategies's EFAX Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 13% in Q2 2026, selling an estimated $49.1K and leaving 6,007 shares worth $325K. The position accounts for 0.15% of the portfolio, ranked #87.

American Financial & Tax Strategies first reported a position in EFAX in Q4 2023 and has held it in 11 quarters since. The position peaked at $350K in Q4 2025. 69 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

American Financial & Tax Strategies held 6,007 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $325K as of Q2 2026.
American Financial & Tax Strategies sold 925 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $49.1K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.15% of American Financial & Tax Strategies's portfolio in Q2 2026, its #87 holding.
American Financial & Tax Strategies first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $350K in Q4 2025.
69 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.