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Beacon Pointe Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Beacon Pointe Advisors’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 		$664K Buy
13,336
+6,619
+99% +$344K ﹤0.01% 1170
2025
Q4 		$339K Sell
6,717
-36,422
-84% -$1.81M ﹤0.01% 1210
2025
Q3 		$2.13M Buy
43,139
+4,074
+10% +$196K 0.02% 533
2025
Q2 		$1.85M Buy
39,065
+631
+2% +$28.4K 0.02% 498
2025
Q1 		$1.65M Hold
38,434
– – 0.02% 509
2024
Q4 		$1.53M Sell
38,434
-6,317
-14% -$262K 0.02% 529
2024
Q3 		$1.96M Hold
44,751
– – 0.02% 480
2024
Q2 		$1.83M Buy
44,751
+600
+1% +$24.6K 0.02% 498
2024
Q1 		$1.84M Buy
44,151
+4,304
+11% +$172K 0.02% 518
2023
Q4 		$1.55M Buy
39,847
+349
+0.9% +$12.7K 0.02% 541
2023
Q3 		$1.4M Hold
39,498
– – 0.02% 539
2023
Q2 		$1.49M Buy
39,498
+746
+2% +$28K 0.02% 433
2023
Q1 		$1.44M Sell
38,752
-1,062
-3% -$38.5K 0.02% 466
2022
Q4 		$1.35M Buy
39,814
+372
+0.9% +$12.1K 0.03% 442
2022
Q3 		$1.15M Sell
39,442
-454
-1% -$14.8K 0.03% 435
2022
Q2 		$1.31M Buy
39,896
+708
+2% +$25.1K 0.03% 409
2022
Q1 		$1.51M Buy
39,188
+5,058
+15% +$199K 0.02% 516
2021
Q4 		$1.43M Buy
34,130
+424
+1% +$17.8K 0.04% 310
2021
Q3 		$1.39M Sell
33,706
-4,440
-12% -$189K 0.03% 347
2021
Q2 		$1.59M Hold
38,146
– – 0.06% 257
2021
Q1 		$1.53M Buy
38,146
+12,734
+50% +$508K 0.09% 168
2020
Q4 		$990K Hold
25,412
– – 0.07% 195
2020
Q3 		$869K Hold
25,412
– – 0.08% 180
2020
Q2 		$824K Sell
25,412
-10,956
-30% -$335K 0.08% 178
2020
Q1 		$1.02M Buy
36,368
+7,074
+24% +$236K 0.16% 128
2019
Q4 		$1.06M Sell
29,294
-5,226
-15% -$184K 0.33% 63
2019
Q3 		$1.17M Hold
34,520
– – 0.51% 51
2019
Q2 		$1.17M Buy
34,520
+5,290
+18% +$177K 0.43% 64
2019
Q1 		$971K Sell
29,230
-42,526
-59% -$1.37M 0.36% 71
2018
Q4 		$2.17M Buy
+71,756
New +$2.31M 1.32% 19

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 $4.35B AUM 23.57% 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

Beacon Pointe Advisors's EFAX Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 99% in Q1 2026, buying an estimated $344K and bringing the position to 13,336 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Beacon Pointe Advisors first reported a position in EFAX in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.17M in Q4 2018. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

  • Beacon Pointe Advisors held 13,336 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $664K as of Q1 2026.
  • Beacon Pointe Advisors bought 6,619 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $344K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1170 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $2.17M in Q4 2018.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.