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Baldwin Wealth Partners’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-3,625
Closed -$159K – 464
2024
Q3 		$159K Hold
3,625
– – 0.01% 360
2024
Q2 		$148K Sell
3,625
-75
-2% -$3.08K 0.01% 226
2024
Q1 		$154K Hold
3,700
– – 0.01% 231
2023
Q4 		$144K Sell
3,700
-100
-3% -$3.64K 0.01% 239
2023
Q3 		$135K Hold
3,800
– – 0.01% 264
2023
Q2 		$143K Hold
3,800
– – 0.01% 275
2023
Q1 		$141K Hold
3,800
– – 0.01% 278
2022
Q4 		$129K Hold
3,800
– – 0.01% 285
2022
Q3 		$111K Hold
3,800
– – 0.02% 229
2022
Q2 		$124K Hold
3,800
– – 0.02% 234
2022
Q1 		$146K Hold
3,800
– – 0.02% 237
2021
Q4 		$159K Hold
3,800
– – 0.02% 219
2021
Q3 		$157K Hold
3,800
– – 0.02% 223
2021
Q2 		$159K Hold
3,800
– – 0.02% 225
2021
Q1 		$153K Hold
3,800
– – 0.02% 216
2020
Q4 		$148K Buy
3,800
+290
+8% +$10.6K 0.02% 209
2020
Q3 		$120K Sell
3,510
-270
-7% -$9.21K 0.02% 212
2020
Q2 		$123K Sell
3,780
-780
-17% -$23.8K 0.02% 198
2020
Q1 		$128K Hold
4,560
– – 0.02% 180
2019
Q4 		$165K Buy
4,560
+320
+8% +$11.3K 0.02% 193
2019
Q3 		$144K Buy
4,240
+920
+28% +$30.7K 0.02% 195
2019
Q2 		$113K Sell
3,320
-510
-13% -$17.1K 0.02% 236
2019
Q1 		$127K Sell
3,830
-120
-3% -$3.88K 0.02% 223
2018
Q4 		$119K Hold
3,950
– – 0.02% 221
2018
Q3 		$139K Sell
3,950
-2,820
-42% -$98.6K 0.02% 225
2018
Q2 		$234K Sell
6,770
-2,440
-26% -$87.8K 0.04% 183
2018
Q1 		$333K Buy
9,210
+1,820
+25% +$67.3K 0.05% 157
2017
Q4 		$269K Buy
7,390
+700
+10% +$25.3K 0.04% 175
2017
Q3 		$238K Buy
+6,690
New +$234K 0.04% 178

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 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
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Baldwin Wealth Partners's EFAX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2024, closing a stake of 3,625 shares — an estimated $159K sold.

Baldwin Wealth Partners first reported a position in EFAX in Q3 2017 and held it in 29 quarters. The position peaked at $333K in Q1 2018. 76 funds tracked by Wall St. Rank hold EFAX as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 3,625 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2024, an estimated $159K.
  • Baldwin Wealth Partners first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q3 2017 and held it in 29 quarters.
  • Baldwin Wealth Partners's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $333K in Q1 2018.
  • 76 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.