Bingham Osborn & Scarborough’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Bingham Osborn & Scarborough’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	–	Sell	-39,178	Closed	-$1.62M	–	49
2021 Q3	$1.62M	Hold	39,178	–	–	0.11%	43
2021 Q2	$1.64M	Buy	39,178 +214	+0.5%	+$9K	0.12%	41
2021 Q1	$1.56M	Sell	38,964 -200	-0.5%	-$7.99K	0.12%	38
2020 Q4	$1.53M	Sell	39,164 -322	-0.8%	-$11.8K	0.12%	36
2020 Q3	$1.35M	Buy	39,486 +3,114	+9%	+$106K	0.1%	53
2020 Q2	$1.18M	Buy	36,372 +13,298	+58%	+$406K	0.1%	54
2020 Q1	$646K	Buy	+23,074	New	+$769K	0.06%	71

Other funds holding EFAX

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

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

GAM

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

FTUS

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

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

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

MMA

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

FLPIM

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

Bingham Osborn & Scarborough's EFAX Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2021, closing a stake of 39,178 shares — an estimated $1.62M sold.

Bingham Osborn & Scarborough first reported a position in EFAX in Q1 2020 and held it in 7 quarters. The position peaked at $1.64M in Q2 2021. 62 funds tracked by Wall St. Rank hold EFAX as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 39,178 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2021, an estimated $1.62M.
Bingham Osborn & Scarborough first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2020 and held it in 7 quarters.
Bingham Osborn & Scarborough's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $1.64M in Q2 2021.
62 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.