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

Angeles Wealth Management’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	–	221
2022 Q2	$137K	Hold	4,180	–	–	0.03%	168
2022 Q1	$161K	Buy	+4,180	New	+$165K	0.03%	168

Other funds holding EFAX

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.32B AUM 16.44% 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 $2.43B AUM 44.44% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Angeles Wealth Management's EFAX Position: Q3 2022 in Review

Angeles Wealth Management 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 Wealth Management first reported a position in EFAX in Q1 2022 and held it in 2 quarters. The position peaked at $161K in Q1 2022. 58 funds tracked by Wall St. Rank hold EFAX as of Q3 2022.

Angeles Wealth Management 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 Wealth Management sold 4,180 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2022, an estimated $137K.
Angeles Wealth Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2022 and held it in 2 quarters.
Angeles Wealth Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $161K in Q1 2022.
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 Wealth Management's 13F filing for Q3 2022, filed 3 Nov 2022.