Bridgewater Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Bridgewater Advisors’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	$445K	Sell	8,106 -164	-2%	-$8.7K	0.02%	298
2026 Q1	$442K	Sell	8,270 -1,104	-12%	-$57.4K	0.03%	278
2025 Q4	$486K	Hold	9,374	–	–	0.03%	263
2025 Q3	$463K	Hold	9,374	–	–	0.03%	261
2025 Q2	$441K	Buy	9,374 +2,546	+37%	+$115K	0.03%	273
2025 Q1	$306K	Sell	6,828 -7,822	-53%	-$332K	0.03%	318
2024 Q4	$580K	Sell	14,650 -500	-3%	-$20.8K	0.06%	107
2024 Q3	$637K	Hold	15,150	–	–	0.07%	109
2024 Q2	$623K	Hold	15,150	–	–	0.08%	104
2024 Q1	$630K	Hold	15,150	–	–	0.09%	86
2023 Q4	$591K	Hold	15,150	–	–	0.09%	86
2023 Q3	$537K	Hold	15,150	–	–	0.09%	92
2023 Q2	$570K	Buy	15,150 +950	+7%	+$35.7K	0.11%	88
2023 Q1	$526K	Buy	+14,200	New	+$515K	0.11%	97

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

Bridgewater Advisors's EFAX Position: Q2 2026 in Review

Bridgewater Advisors reduced its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 2% in Q2 2026, selling an estimated $8.7K and leaving 8,106 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #298.

Bridgewater Advisors first reported a position in EFAX in Q1 2023 and has held it in 14 quarters since. The position peaked at $637K in Q3 2024. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Bridgewater Advisors held 8,106 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $445K as of Q2 2026.
Bridgewater Advisors sold 164 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $8.7K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.02% of Bridgewater Advisors's portfolio in Q2 2026, its #298 holding.
Bridgewater Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2023 and has held it in 14 quarters since.
Bridgewater Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $637K in Q3 2024.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.