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

Ameritas Advisory Services’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
2025 Q3	–	Sell	-3,699	Closed	-$175K	–	2341
2025 Q2	$175K	Sell	3,699 -1,449	-28%	-$65.2K	0.01%	784
2025 Q1	$221K	Buy	5,148 +50	+1%	+$2.13K	0.01%	793
2024 Q4	$203K	Buy	5,098 +12	+0.2%	+$499	0.01%	839
2024 Q3	$222K	Sell	5,086 -168	-3%	-$7.06K	0.01%	780
2024 Q2	$214K	Buy	5,254 +211	+4%	+$8.65K	0.01%	838
2024 Q1	$210K	Buy	+5,043	New	+$201K	0.01%	819
2023 Q2	–	Sell	-5,970	Closed	-$228K	–	1084
2023 Q1	$228K	Buy	+5,970	New	+$216K	0.01%	727
2022 Q1	–	Sell	-5,010	Closed	-$210K	–	837
2021 Q4	$210K	Buy	+5,010	New	+$210K	0.01%	762

Other funds holding EFAX

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

TIFF Advisory Services Radnor, Pennsylvania $444M AUM 24.8% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return