Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BDFN
Bond & Devick Financial Network’s
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
Stock Holding History
Bond & Devick Financial Network’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
Q1
$571K
Buy
11,482
+267
+2%
+$13.9K
0.16%
91
2025
Q4
$566K
Sell
11,215
-557
-5%
-$27.7K
0.16%
87
2025
Q3
$581K
Sell
11,772
-31
-0.3%
-$1.49K
0.17%
83
2025
Q2
$559K
Buy
11,803
+2,095
+22%
+$94.3K
0.19%
79
2025
Q1
$417K
Buy
9,708
+1,057
+12%
+$44.9K
0.15%
89
2024
Q4
$378K
Hold
8,651
–
–
0.16%
106
2024
Q3
$378K
Sell
8,651
-60
-0.7%
-$2.52K
0.16%
106
2024
Q2
$355K
Buy
8,711
+142
+2%
+$5.83K
0.19%
98
2024
Q1
$356K
Sell
8,569
-231
-3%
-$9.21K
0.19%
94
2023
Q4
$343K
Buy
8,800
+179
+2%
+$6.52K
0.2%
93
2023
Q3
$306K
Buy
8,621
+991
+13%
+$36.7K
0.2%
93
2023
Q2
$287K
Buy
7,630
+68
+0.9%
+$2.55K
0.18%
102
2023
Q1
$280K
Buy
7,562
+28
+0.4%
+$1.01K
0.18%
104
2022
Q4
$256K
Sell
7,534
-892
-11%
-$29K
0.18%
105
2022
Q3
$247K
Buy
8,426
+206
+3%
+$6.72K
0.2%
97
2022
Q2
$269K
Buy
8,220
+196
+2%
+$6.94K
0.24%
91
2022
Q1
$309K
Buy
8,024
+46
+0.6%
+$1.81K
0.25%
87
2021
Q4
$335K
Buy
7,978
+160
+2%
+$6.72K
0.25%
84
2021
Q3
$323K
Buy
7,818
+1,328
+20%
+$56.5K
0.27%
82
2021
Q2
$271K
Sell
6,490
-642
-9%
-$27K
0.22%
88
2021
Q1
$286K
Buy
7,132
+170
+2%
+$6.79K
0.26%
82
2020
Q4
$271K
Buy
+6,962
New
+$254K
0.31%
77
Other funds holding EFAX
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
GAM
Gemmer Asset Management
Walnut Creek, California
$1.27B AUM
21.99%
1-Year Est. Return
FLPIM
F.L. Putnam Investment Management
Lynnfield, Massachusetts
$6.71B AUM
23.99%
1-Year Est. Return
B
Bailard
Foster City, California
$4.35B AUM
23.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
WHAM
Windmill Hill Asset Management
Waddesdon, United Kingdom
$321M AUM
25.22%
1-Year Est. Return
Rockefeller Capital Management
New York
$56.4B AUM
24.96%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close