AssetMark Inc
EFAX icon

AssetMark Inc’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

AssetMark Inc’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
2026
Q1 		– Sell
-76
Closed -$3.83K – 3485
2025
Q4 		$3.83K Buy
+76
New +$3.78K ﹤0.01% 2558

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc's EFAX Position: Q1 2026 in Review

AssetMark Inc sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q1 2026, closing a stake of 76 shares — an estimated $3.83K sold.

AssetMark Inc first reported a position in EFAX in Q4 2025 and held it in 1 quarter. The position peaked at $3.83K in Q4 2025. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

  • AssetMark Inc reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 76 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $3.83K.
  • AssetMark Inc first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2025 and held it in 1 quarter.
  • AssetMark Inc's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $3.83K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.