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

Camelot Technology 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	$1.38M	Buy	25,484 +4,645	+22%	+$246K	0.93%	23
2026 Q1	$1.04M	Buy	20,839 +882	+4%	+$45.9K	0.75%	27
2025 Q4	$1.01M	Buy	19,957 +182	+0.9%	+$9.05K	0.75%	27
2025 Q3	$975K	Hold	19,775	–	–	0.77%	27
2025 Q2	$937K	Buy	19,775 +1,849	+10%	+$83.2K	0.8%	27
2025 Q1	$770K	Buy	17,926 +1	+0%	+$43	0.7%	30
2024 Q4	$714K	Sell	17,925 -100	-0.6%	-$4.16K	0.65%	30
2024 Q3	$788K	Sell	18,025 -90	-0.5%	-$3.78K	0.7%	29
2024 Q2	$739K	Buy	18,115 +119	+0.7%	+$4.88K	0.68%	33
2024 Q1	$748K	Buy	17,996 +80	+0.4%	+$3.19K	0.69%	33
2023 Q4	$699K	Buy	+17,916	New	+$653K	0.71%	33

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

Camelot Technology Advisors's EFAX Position: Q2 2026 in Review

Camelot Technology Advisors increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 22% in Q2 2026, buying an estimated $246K and bringing the position to 25,484 shares worth $1.38M. The position accounts for 0.93% of the portfolio, ranked #23.

Camelot Technology Advisors first reported a position in EFAX in Q4 2023 and has held it in 11 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Camelot Technology Advisors held 25,484 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $1.38M as of Q2 2026.
Camelot Technology Advisors bought 4,645 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $246K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.93% of Camelot Technology Advisors's portfolio in Q2 2026, its #23 holding.
Camelot Technology Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2023 and has held it in 11 quarters since.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.