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

Biltmore Capital 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 Q4	$267K	Hold	6,362	–	–	0.04%	121
2021 Q3	$263K	Hold	6,362	–	–	0.05%	127
2021 Q2	$266K	Hold	6,362	–	–	0.05%	108
2021 Q1	$255K	Hold	6,362	–	–	0.06%	110
2020 Q4	$248K	Hold	6,362	–	–	0.07%	87
2020 Q3	$218K	Hold	6,362	–	–	0.06%	79
2020 Q2	$206K	Buy	+6,362	New	+$194K	0.06%	67

Other funds holding EFAX

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Fulcrum Capital Seattle, Washington $461M AUM 17.82% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return