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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
Q2 		$807K Buy
14,915
+3,433
+30% +$182K 0.2% 74
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
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
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

Bond & Devick Financial Network's EFAX Position: Q2 2026 in Review

Bond & Devick Financial Network increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 30% in Q2 2026, buying an estimated $182K and bringing the position to 14,915 shares worth $807K. The position accounts for 0.2% of the portfolio, ranked #74.

Bond & Devick Financial Network first reported a position in EFAX in Q4 2020 and has held it in 23 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Bond & Devick Financial Network held 14,915 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $807K as of Q2 2026.
  • Bond & Devick Financial Network bought 3,433 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $182K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.2% of Bond & Devick Financial Network's portfolio in Q2 2026, its #74 holding.
  • Bond & Devick Financial Network first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2020 and has held it in 23 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 Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.