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

Castleview Partners’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
2022
Q2 		– Sell
-100
Closed -$3K – 772
2022
Q1 		$3K Buy
+100
New +$3.94K ﹤0.01% 609

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LSAG
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LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Castleview Partners's EFAX Position: Q2 2022 in Review

Castleview Partners sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2022, closing a stake of 100 shares — an estimated $3K sold.

Castleview Partners first reported a position in EFAX in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 63 funds tracked by Wall St. Rank hold EFAX as of Q2 2022.

  • Castleview Partners reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q2 2022 after selling out during the quarter.
  • Castleview Partners sold 100 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2022, an estimated $3K.
  • Castleview Partners first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2022 and held it in 1 quarter.
  • Castleview Partners's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $3K in Q1 2022.
  • 63 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2022.

Based on Castleview Partners's 13F filing for Q2 2022, filed 16 Aug 2022.