Baird Financial Group’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-15,220
| Closed | -$751K | – | 1808 |
|
|
2025
Q3 | $751K | Sell |
15,220
-110
| -0.7% | -$5.28K | ﹤0.01% | 1347 |
|
|
2025
Q2 | $726K | Sell |
15,330
-1,884
| -11% | -$84.8K | ﹤0.01% | 1297 |
|
|
2025
Q1 | $740K | Hold |
17,214
| – | – | ﹤0.01% | 1274 |
|
|
2024
Q4 | $685K | Sell |
17,214
-69
| -0.4% | -$2.87K | ﹤0.01% | 1289 |
|
|
2024
Q3 | $756K | Hold |
17,283
| – | – | ﹤0.01% | 1254 |
|
|
2024
Q2 | $705K | Buy |
17,283
+1,359
| +9% | +$55.7K | ﹤0.01% | 1285 |
|
|
2024
Q1 | $662K | Hold |
15,924
| – | – | ﹤0.01% | 1291 |
|
|
2023
Q4 | $621K | Hold |
15,924
| – | – | ﹤0.01% | 1288 |
|
|
2023
Q3 | $565K | Buy |
15,924
+1,380
| +9% | +$51.1K | ﹤0.01% | 1289 |
|
|
2023
Q2 | $548K | Sell |
14,544
-1,646
| -10% | -$61.8K | ﹤0.01% | 1310 |
|
|
2023
Q1 | $600K | Sell |
16,190
-200
| -1% | -$7.25K | ﹤0.01% | 1260 |
|
|
2022
Q4 | $557K | Sell |
16,390
-3,374
| -17% | -$110K | ﹤0.01% | 1255 |
|
|
2022
Q3 | $578K | Buy |
19,764
+250
| +1% | +$8.16K | ﹤0.01% | 1239 |
|
|
2022
Q2 | $639K | Hold |
19,514
| – | – | ﹤0.01% | 1254 |
|
|
2022
Q1 | $751K | Sell |
19,514
-2,404
| -11% | -$94.6K | ﹤0.01% | 1267 |
|
|
2021
Q4 | $920K | Buy |
21,918
+42
| +0.2% | +$1.76K | ﹤0.01% | 1230 |
|
|
2021
Q3 | $904K | Sell |
21,876
-1,720
| -7% | -$73.1K | ﹤0.01% | 1242 |
|
|
2021
Q2 | $985K | Hold |
23,596
| – | – | ﹤0.01% | 1187 |
|
|
2021
Q1 | $947K | Sell |
23,596
-1,078
| -4% | -$43K | ﹤0.01% | 1150 |
|
|
2020
Q4 | $961K | Hold |
24,674
| – | – | ﹤0.01% | 1012 |
|
|
2020
Q3 | $844K | Buy |
24,674
+2,114
| +9% | +$72.1K | ﹤0.01% | 995 |
|
|
2020
Q2 | $732K | Hold |
22,560
| – | – | ﹤0.01% | 1031 |
|
|
2020
Q1 | $632K | Buy |
+22,560
| New | +$752K | ﹤0.01% | 999 |
|
Other funds holding EFAX
GAM
FLPIM
WHAM
LWIC
B
