BWM
EFAX icon

Boyd Wealth Management’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Boyd Wealth Management’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 		$406K Sell
8,163
-146
-2% -$7.59K 0.17% 43
2025
Q4 		$419K Buy
8,309
+292
+4% +$14.5K 0.18% 40
2025
Q3 		$395K Buy
8,017
+153
+2% +$7.34K 0.17% 41
2025
Q2 		$372K Sell
7,864
-5,966
-43% -$269K 0.16% 43
2025
Q1 		$594K Buy
13,830
+7,345
+113% +$312K 0.3% 28
2024
Q4 		$258K Sell
6,485
-974
-13% -$40.5K 0.13% 43
2024
Q3 		$326K Buy
+7,459
New +$314K 0.17% 39

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $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
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return