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 $59.1B AUM 18.41% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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

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

LWIC

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

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

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Ameritas Advisory Services's EFAX Position: Q3 2025 in Review

Ameritas Advisory Services sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q3 2025, closing a stake of 3,699 shares — an estimated $175K sold.

Ameritas Advisory Services first reported a position in EFAX in Q4 2021 and held it in 8 quarters. The position peaked at $228K in Q1 2023. 85 funds tracked by Wall St. Rank hold EFAX as of Q3 2025.

Ameritas Advisory Services reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 3,699 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2025, an estimated $175K.
Ameritas Advisory Services first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2021 and held it in 8 quarters.
Ameritas Advisory Services's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $228K in Q1 2023.
85 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.