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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
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
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