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 Q2	$416K	Sell	7,687 -476	-6%	-$25.2K	0.16%	41
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 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

Boyd Wealth Management's EFAX Position: Q2 2026 in Review

Boyd Wealth Management reduced its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 5.8% in Q2 2026, selling an estimated $25.2K and leaving 7,687 shares worth $416K. The position accounts for 0.16% of the portfolio, ranked #41.

Boyd Wealth Management first reported a position in EFAX in Q3 2024 and has held it in 8 quarters since. The position peaked at $594K in Q1 2025. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Boyd Wealth Management held 7,687 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $416K as of Q2 2026.
Boyd Wealth Management sold 476 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $25.2K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.16% of Boyd Wealth Management's portfolio in Q2 2026, its #41 holding.
Boyd Wealth Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q3 2024 and has held it in 8 quarters since.
Boyd Wealth Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $594K in Q1 2025.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.