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Bel Air Investment Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Bel Air Investment 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
2021
Q2 		$394K Buy
+9,430
New +$396K 0.01% 290

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Betterment LLC
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FC
Fulcrum Capital Seattle, Washington $493M AUM 24.43% 1-Year Est. Return
FTUS
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Bel Air Investment Advisors's EFAX Position: Q2 2021 in Review

Bel Air Investment Advisors opened a new position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2021: 9,430 shares worth $394K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings.

54 funds tracked by Wall St. Rank hold EFAX as of Q2 2021.

  • Bel Air Investment Advisors held 9,430 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $394K as of Q2 2021.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF was a new Bel Air Investment Advisors position in Q2 2021.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #290 holding.
  • 54 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.