Bleakley Financial Group’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Bleakley Financial Group’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
2023 Q1	–	Sell	-8,872	Closed	-$302K	–	923
2022 Q4	$302K	Buy	+8,872	New	+$289K	0.01%	691

Other funds holding EFAX

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LSAG

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 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 $8.39B AUM 37.75% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Bleakley Financial Group's EFAX Position: Q1 2023 in Review

Bleakley Financial Group sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q1 2023, closing a stake of 8,872 shares — an estimated $302K sold.

Bleakley Financial Group first reported a position in EFAX in Q4 2022 and held it in 1 quarter. The position peaked at $302K in Q4 2022. 65 funds tracked by Wall St. Rank hold EFAX as of Q1 2023.

Bleakley Financial Group reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q1 2023 after selling out during the quarter.
Bleakley Financial Group sold 8,872 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2023, an estimated $302K.
Bleakley Financial Group first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2022 and held it in 1 quarter.
Bleakley Financial Group's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $302K in Q4 2022.
65 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2023.

Based on Bleakley Financial Group's 13F filing for Q1 2023, filed 12 May 2023.