Aufman Associates’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
6,841
+111
| +2% | +$5.26K | 0.2% | 40 |
|
|
2025
Q1 | $289K | Hold |
6,730
| – | – | 0.2% | 42 |
|
|
2024
Q4 | $268K | Buy |
6,730
+70
| +1% | +$2.79K | 0.18% | 45 |
|
|
2024
Q3 | $291K | Hold |
6,660
| – | – | 0.19% | 46 |
|
|
2024
Q2 | $272K | Buy |
6,660
+105
| +2% | +$4.28K | 0.19% | 41 |
|
|
2024
Q1 | $273K | Hold |
6,555
| – | – | 0.19% | 37 |
|
|
2023
Q4 | $256K | Buy |
6,555
+57
| +0.9% | +$2.22K | 0.19% | 35 |
|
|
2023
Q3 | $230K | Hold |
6,498
| – | – | 0.19% | 36 |
|
|
2023
Q2 | $245K | Buy |
6,498
+123
| +2% | +$4.63K | 0.2% | 36 |
|
|
2023
Q1 | $236K | Sell |
6,375
-1
| -0% | -$37 | 0.2% | 38 |
|
|
2022
Q4 | $217K | Buy |
+6,376
| New | +$217K | 0.2% | 39 |
|
|
2022
Q3 | – | Sell |
-6,376
| Closed | -$209K | – | 41 |
|
|
2022
Q2 | $209K | Hold |
6,376
| – | – | 0.2% | 41 |
|
|
2022
Q1 | $245K | Hold |
6,376
| – | – | 0.19% | 40 |
|
|
2021
Q4 | $267K | Hold |
6,376
| – | – | 0.2% | 39 |
|
|
2021
Q3 | $263K | Hold |
6,376
| – | – | 0.22% | 35 |
|
|
2021
Q2 | $266K | Hold |
6,376
| – | – | 0.21% | 37 |
|
|
2021
Q1 | $256K | Hold |
6,376
| – | – | 0.21% | 35 |
|
|
2020
Q4 | $248K | Buy |
6,376
+34
| +0.5% | +$1.32K | 0.22% | 35 |
|
|
2020
Q3 | $217K | Buy |
+6,342
| New | +$217K | 0.23% | 33 |
|