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	0.94%	23
2026 Q1	$1.04M	Buy	20,839 +882	+4%	+$45.9K	0.76%	27
2025 Q4	$1.01M	Buy	19,957 +182	+0.9%	+$9.05K	0.76%	27
2025 Q3	$975K	Hold	19,775	–	–	0.78%	27
2025 Q2	$937K	Buy	19,775 +1,849	+10%	+$83.2K	0.81%	27
2025 Q1	$770K	Buy	17,926 +1	+0%	+$43	0.71%	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	0.69%	33
2024 Q1	$748K	Buy	17,996 +80	+0.4%	+$3.19K	0.69%	33
2023 Q4	$699K	Buy	+17,916	New	+$653K	0.72%	33

Other funds holding EFAX

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return