Cerity Partners
EFAX icon

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

Cerity 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
2026
Q2 		$6.6M Buy
121,860
+124
+0.1% +$6.58K 0.01% 969
2026
Q1 		$6.06M Buy
121,736
+1,092
+0.9% +$56.8K 0.01% 919
2025
Q4 		$6.09M Buy
120,644
+5,941
+5% +$295K 0.01% 842
2025
Q3 		$5.66M Buy
+114,703
New +$5.51M 0.01% 800
2025
Q2 		– Sell
-99,972
Closed -$4.29M – 2669
2025
Q1 		$4.29M Buy
99,972
+321
+0.3% +$13.6K 0.01% 788
2024
Q4 		$3.97M Buy
99,651
+6,911
+7% +$287K 0.01% 810
2024
Q3 		$4.06M Sell
92,740
-526
-0.6% -$22.1K 0.01% 791
2024
Q2 		$3.8M Sell
93,266
-541
-0.6% -$22.2K 0.01% 692
2024
Q1 		$3.9M Buy
93,807
+2,624
+3% +$105K 0.01% 731
2023
Q4 		$3.56M Buy
91,183
+46,579
+104% +$1.7M 0.01% 619
2023
Q3 		$1.58M Sell
44,604
-40,350
-47% -$1.5M 0.01% 637
2023
Q2 		$3.2M Buy
84,954
+158
+0.2% +$5.93K 0.01% 605
2023
Q1 		$3.14M Buy
+84,796
New +$3.07M 0.01% 593
2022
Q3 		– Sell
-82,380
Closed -$2.7M – 1193
2022
Q2 		$2.7M Buy
+82,380
New +$2.92M 0.03% 346
2021
Q4 		– Sell
-39,300
Closed -$1.62M – 1029
2021
Q3 		$1.62M Sell
39,300
-24
-0.1% -$1.02K 0.04% 293
2021
Q2 		$1.64M Buy
39,324
+16
+0% +$673 0.04% 292
2021
Q1 		$1.58M Hold
39,308
– – 0.04% 285
2020
Q4 		$1.53M Buy
+39,308
New +$1.44M 0.05% 246

Other funds holding EFAX

Betterment LLC
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
B
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
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cerity Partners's EFAX Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 0.1% in Q2 2026, buying an estimated $6.58K and bringing the position to 121,860 shares worth $6.6M. The position accounts for 0.01% of the portfolio, ranked #969.

Cerity Partners first reported a position in EFAX in Q4 2020 and has held it in 18 quarters since. 90 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Cerity Partners held 121,860 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $6.6M as of Q2 2026.
  • Cerity Partners bought 124 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $6.58K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #969 holding.
  • Cerity Partners first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2020 and has held it in 18 quarters since.
  • 90 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.