Arcadia Investment Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $212K | Hold |
3,917
| – | – | 0.09% | 39 |
|
|
2026
Q1 | $195K | Buy |
3,917
+38
| +1% | +$1.98K | 0.09% | 39 |
|
|
2025
Q4 | $196K | Buy |
3,879
+1,924
| +98% | +$95.7K | 0.09% | 39 |
|
|
2025
Q3 | $96.4K | Hold |
1,955
| – | – | 0.05% | 56 |
|
|
2025
Q2 | $92.6K | Hold |
1,955
| – | – | 0.05% | 56 |
|
|
2025
Q1 | $84K | Sell |
1,955
-48
| -2% | -$2.04K | 0.05% | 51 |
|
|
2024
Q4 | $79.7K | Buy |
2,003
+19
| +1% | +$789 | 0.04% | 51 |
|
|
2024
Q3 | $86.8K | Hold |
1,984
| – | – | 0.05% | 51 |
|
|
2024
Q2 | $80.9K | Buy |
1,984
+5
| +0.3% | +$205 | 0.05% | 50 |
|
|
2024
Q1 | $82.3K | Hold |
1,979
| – | – | 0.05% | 50 |
|
|
2023
Q4 | $77.2K | Hold |
1,979
| – | – | 0.05% | 51 |
|
|
2023
Q3 | $70.2K | Hold |
1,979
| – | – | 0.05% | 50 |
|
|
2023
Q2 | $74.5K | Hold |
1,979
| – | – | 0.05% | 51 |
|
|
2023
Q1 | $73.3K | Buy |
1,979
+27
| +1% | +$979 | 0.05% | 50 |
|
|
2022
Q4 | $66.4K | Buy |
1,952
+1,044
| +115% | +$34K | 0.05% | 51 |
|
|
2022
Q3 | $26.6K | Hold |
908
| – | – | 0.02% | 56 |
|
|
2022
Q2 | $29.7K | Buy |
908
+30
| +3% | +$1.06K | 0.02% | 52 |
|
|
2022
Q1 | $33.8K | Buy |
878
+18
| +2% | +$709 | 0.02% | 55 |
|
|
2021
Q4 | $36.1K | Buy |
860
+58
| +7% | +$2.44K | 0.02% | 54 |
|
|
2021
Q3 | $33.1K | Sell |
802
-114
| -12% | -$4.85K | 0.02% | 56 |
|
|
2021
Q2 | $38.3K | Buy |
916
+4
| +0.4% | +$168 | 0.02% | 56 |
|
|
2021
Q1 | $36.6K | Sell |
912
-142
| -13% | -$5.67K | 0.02% | 51 |
|
|
2020
Q4 | $41.1K | Buy |
1,054
+38
| +4% | +$1.39K | 0.02% | 50 |
|
|
2020
Q3 | $34.7K | Buy |
1,016
+24
| +2% | +$819 | 0.02% | 52 |
|
|
2020
Q2 | $32.2K | Buy |
992
+48
| +5% | +$1.47K | 0.02% | 47 |
|
|
2020
Q1 | $26.4K | Buy |
944
+24
| +3% | +$800 | 0.02% | 50 |
|
|
2019
Q4 | $33.3K | Buy |
920
+58
| +7% | +$2.04K | 0.02% | 42 |
|
|
2019
Q3 | $29.2K | Buy |
+862
| New | +$28.8K | 0.02% | 49 |
|
Other funds holding EFAX
CTA
WMA
SW
SCM
CMA