Blue Zone Wealth Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Blue Zone Wealth 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
2026 Q2	$247K	Hold	4,560	–	–	0.04%	114
2026 Q1	$227K	Hold	4,560	–	–	0.05%	121
2025 Q4	$230K	Hold	4,560	–	–	0.04%	126
2025 Q3	$225K	Hold	4,560	–	–	0.04%	121
2025 Q2	$216K	Buy	+4,560	New	+$205K	0.05%	102

Other funds holding EFAX

Betterment LLC New York $59.1B AUM 18.41% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Blue Zone Wealth Advisors's EFAX Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q2 2026 at 4,560 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #114.

Blue Zone Wealth Advisors first reported a position in EFAX in Q2 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Blue Zone Wealth Advisors held 4,560 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $247K as of Q2 2026.
Blue Zone Wealth Advisors left its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.04% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #114 holding.
Blue Zone Wealth Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2025 and has held it in 5 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 Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.