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 Q3	$379K	Hold	7,073	–	–	0.16%	43
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

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $499M AUM 15.41% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $17.2B AUM 36.34% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Aufman Associates's EFAX Position: Q3 2026 in Review

Aufman Associates held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q3 2026 at 7,073 shares worth $379K. The position accounts for 0.16% of the portfolio, ranked #43.

Aufman Associates first reported a position in EFAX in Q3 2020 and has held it in 24 quarters since. The position peaked at $383K in Q2 2026. 35 funds tracked by Wall St. Rank hold EFAX as of Q3 2026.

Aufman Associates held 7,073 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $379K as of Q3 2026.
Aufman Associates left its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF share count unchanged in Q3 2026.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.16% of Aufman Associates's portfolio in Q3 2026, its #43 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 24 quarters since.
Aufman Associates's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $383K in Q2 2026.
35 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.