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Avantax Advisory Services’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-5,687
Closed -$244K – 2381
2025
Q1 		$244K Buy
5,687
+24
+0.4% +$1.02K ﹤0.01% 1973
2024
Q4 		$225K Buy
+5,663
New +$235K ﹤0.01% 1981

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Avantax Advisory Services's EFAX Position: Q2 2025 in Review

Avantax Advisory Services sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2025, closing a stake of 5,687 shares — an estimated $244K sold.

Avantax Advisory Services first reported a position in EFAX in Q4 2024 and held it in 2 quarters. The position peaked at $244K in Q1 2025. 84 funds tracked by Wall St. Rank hold EFAX as of Q2 2025.

  • Avantax Advisory Services reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 5,687 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2025, an estimated $244K.
  • Avantax Advisory Services first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2024 and held it in 2 quarters.
  • Avantax Advisory Services's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $244K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.