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 Q3	$443K	Buy	8,274 +587	+8%	+$32.2K	0.16%	46
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

JWBC

J.W. Burns & Co Dewitt, New York $998M AUM 21.5% 1-Year Est. Return

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Boyd Wealth Management's EFAX Position: Q3 2026 in Review

Boyd Wealth Management increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 7.6% in Q3 2026, buying an estimated $32.2K and bringing the position to 8,274 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #46.

Boyd Wealth Management first reported a position in EFAX in Q3 2024 and has held it in 9 quarters since. The position peaked at $594K in Q1 2025. 17 funds tracked by Wall St. Rank hold EFAX as of Q3 2026.

Boyd Wealth Management held 8,274 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $443K as of Q3 2026.
Boyd Wealth Management bought 587 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2026, an estimated $32.2K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.16% of Boyd Wealth Management's portfolio in Q3 2026, its #46 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 9 quarters since.
Boyd Wealth Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $594K in Q1 2025.
17 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.