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

Aufman Associates’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
Q2 		$383K Buy
7,073
+106
+2% +$5.62K 0.15% 42
2026
Q1 		$347K Hold
6,967
– – 0.17% 41
2025
Q4 		$352K Buy
6,967
+126
+2% +$6.26K 0.18% 42
2025
Q3 		$337K Hold
6,841
– – 0.19% 41
2025
Q2 		$324K Buy
6,841
+111
+2% +$5K 0.2% 40
2025
Q1 		$289K Hold
6,730
– – 0.2% 42
2024
Q4 		$268K Buy
6,730
+70
+1% +$2.91K 0.18% 45
2024
Q3 		$291K Hold
6,660
– – 0.19% 46
2024
Q2 		$272K Buy
6,660
+105
+2% +$4.31K 0.19% 41
2024
Q1 		$273K Hold
6,555
– – 0.19% 37
2023
Q4 		$256K Buy
6,555
+57
+0.9% +$2.08K 0.19% 35
2023
Q3 		$230K Hold
6,498
– – 0.19% 36
2023
Q2 		$245K Buy
6,498
+123
+2% +$4.62K 0.2% 36
2023
Q1 		$236K Sell
6,375
-1
-0% -$36 0.2% 38
2022
Q4 		$217K Buy
+6,376
New +$207K 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% +$1.24K 0.22% 35
2020
Q3 		$217K Buy
+6,342
New +$216K 0.23% 33

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Aufman Associates's EFAX Position: Q2 2026 in Review

Aufman Associates increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 1.5% in Q2 2026, buying an estimated $5.62K and bringing the position to 7,073 shares worth $383K. The position accounts for 0.15% of the portfolio, ranked #42.

Aufman Associates first reported a position in EFAX in Q3 2020 and has held it in 23 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Aufman Associates held 7,073 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $383K as of Q2 2026.
  • Aufman Associates bought 106 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $5.62K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.15% of Aufman Associates's portfolio in Q2 2026, its #42 holding.
  • Aufman Associates first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q3 2020 and has held it in 23 quarters since.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.