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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
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 $52.8B AUM 15.34% 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 $6.71B AUM 23.99% 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 $1.37T AUM 24.88% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aufman Associates's EFAX Position: Q1 2026 in Review

Aufman Associates held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q1 2026 at 6,967 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #41.

Aufman Associates first reported a position in EFAX in Q3 2020 and has held it in 22 quarters since. The position peaked at $352K in Q4 2025. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

  • Aufman Associates held 6,967 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $347K as of Q1 2026.
  • Aufman Associates left its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF share count unchanged in Q1 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.17% of Aufman Associates's portfolio in Q1 2026, its #41 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 22 quarters since.
  • Aufman Associates's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $352K 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 Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.