Betterment LLC
EFAX icon

Betterment LLC’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Betterment LLC’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
Q2 		$79.8M Buy
1,474,589
+42,910
+3% +$2.28M 0.14% 54
2026
Q1 		$71.3M Sell
1,431,679
-3,874
-0.3% -$201K 0.14% 57
2025
Q4 		$72.5M Buy
1,435,553
+28,650
+2% +$1.42M 0.14% 56
2025
Q3 		$69.4M Buy
1,406,903
+30,476
+2% +$1.46M 0.14% 56
2025
Q2 		$65.2M Sell
1,376,427
-28,953
-2% -$1.3M 0.14% 54
2025
Q1 		$60.4M Sell
1,405,380
-30,408
-2% -$1.29M 0.14% 51
2024
Q4 		$57.2M Buy
1,435,788
+110,113
+8% +$4.57M 0.14% 51
2024
Q3 		$58M Buy
1,325,675
+26,928
+2% +$1.13M 0.14% 51
2024
Q2 		$53M Buy
1,298,747
+61,562
+5% +$2.53M 0.14% 50
2024
Q1 		$51.5M Buy
1,237,185
+45,458
+4% +$1.81M 0.14% 45
2023
Q4 		$46.5M Buy
1,191,727
+11,457
+1% +$417K 0.13% 42
2023
Q3 		$41.9M Buy
1,180,270
+25,254
+2% +$936K 0.13% 42
2023
Q2 		$43.5M Buy
1,155,016
+30,897
+3% +$1.16M 0.13% 42
2023
Q1 		$41.6M Sell
1,124,119
-9,587
-0.8% -$347K 0.13% 42
2022
Q4 		$38.6M Buy
1,133,706
+49,794
+5% +$1.62M 0.13% 40
2022
Q3 		$35.5M Hold
1,083,912
– – 0.13% 39
2022
Q2 		$35.5M Buy
1,083,912
+106,014
+11% +$3.76M 0.13% 39
2022
Q1 		$37.6M Buy
977,898
+110,042
+13% +$4.33M 0.12% 39
2021
Q4 		$36.4M Buy
867,856
+121,088
+16% +$5.09M 0.11% 38
2021
Q3 		$30.9M Buy
746,768
+160,894
+27% +$6.84M 0.1% 38
2021
Q2 		$24.5M Buy
585,874
+175,794
+43% +$7.39M 0.08% 40
2021
Q1 		$16.5M Buy
410,080
+184,840
+82% +$7.38M 0.06% 41
2020
Q4 		$8.78M Buy
+225,240
New +$8.23M 0.04% 52

Other funds holding EFAX

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC's EFAX Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 3% in Q2 2026, buying an estimated $2.28M and bringing the position to 1,474,589 shares worth $79.8M. The position accounts for 0.14% of the portfolio, ranked #54.

Betterment LLC first reported a position in EFAX in Q4 2020 and has held it in 23 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Betterment LLC held 1,474,589 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $79.8M as of Q2 2026.
  • Betterment LLC bought 42,910 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $2.28M.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.14% of Betterment LLC's portfolio in Q2 2026, its #54 holding.
  • Betterment LLC first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2020 and has held it in 23 quarters since.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.