Angeles Investment Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Angeles Investment Advisors’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
2022 Q3	–	Sell	-4,180	Closed	-$137K	–	71
2022 Q2	$137K	Hold	4,180	–	–	0.01%	105
2022 Q1	$161K	Sell	4,180 -4,180	-50%	-$165K	0.01%	117
2021 Q4	$351K	Sell	8,360 -2,000	-19%	-$84K	0.02%	155
2021 Q3	$428K	Buy	+10,360	New	+$441K	0.02%	121
2020 Q3	–	Sell	-21,700	Closed	-$704K	–	108
2020 Q2	$704K	Hold	21,700	–	–	0.1%	38
2020 Q1	$608K	Hold	21,700	–	–	0.16%	41
2019 Q4	$786K	Buy	+21,700	New	+$763K	0.16%	38

Other funds holding EFAX

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

LWIC

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

GAM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FLPIM

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

Angeles Investment Advisors's EFAX Position: Q3 2022 in Review

Angeles Investment Advisors sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q3 2022, closing a stake of 4,180 shares — an estimated $137K sold.

Angeles Investment Advisors first reported a position in EFAX in Q4 2019 and held it in 7 quarters. The position peaked at $786K in Q4 2019. 58 funds tracked by Wall St. Rank hold EFAX as of Q3 2022.

Angeles Investment Advisors reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q3 2022 after selling out during the quarter.
Angeles Investment Advisors sold 4,180 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2022, an estimated $137K.
Angeles Investment Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2019 and held it in 7 quarters.
Angeles Investment Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $786K in Q4 2019.
58 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2022.

Based on Angeles Investment Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.