Cerity Partners’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-99,972
| Closed | -$4.29M | – | 2665 |
|
2025
Q1 | $4.29M | Buy |
99,972
+321
| +0.3% | +$13.8K | 0.01% | 783 |
|
2024
Q4 | $3.97M | Buy |
99,651
+6,911
| +7% | +$275K | 0.01% | 810 |
|
2024
Q3 | $4.06M | Sell |
92,740
-526
| -0.6% | -$23K | 0.01% | 791 |
|
2024
Q2 | $3.8M | Sell |
93,266
-541
| -0.6% | -$22.1K | 0.01% | 690 |
|
2024
Q1 | $3.9M | Buy |
93,807
+2,624
| +3% | +$109K | 0.01% | 731 |
|
2023
Q4 | $3.56M | Buy |
91,183
+46,579
| +104% | +$1.82M | 0.01% | 614 |
|
2023
Q3 | $1.58M | Sell |
44,604
-40,350
| -47% | -$1.43M | 0.01% | 634 |
|
2023
Q2 | $3.2M | Buy |
84,954
+158
| +0.2% | +$5.95K | 0.01% | 604 |
|
2023
Q1 | $3.14M | Buy |
+84,796
| New | +$3.14M | 0.01% | 592 |
|
2022
Q3 | – | Sell |
-82,380
| Closed | -$2.7M | – | 1193 |
|
2022
Q2 | $2.7M | Buy |
+82,380
| New | +$2.7M | 0.03% | 345 |
|
2021
Q4 | – | Sell |
-39,300
| Closed | -$1.62M | – | 1029 |
|
2021
Q3 | $1.62M | Sell |
39,300
-24
| -0.1% | -$992 | 0.04% | 293 |
|
2021
Q2 | $1.64M | Buy |
39,324
+16
| +0% | +$668 | 0.04% | 292 |
|
2021
Q1 | $1.58M | Hold |
39,308
| – | – | 0.04% | 285 |
|
2020
Q4 | $1.53M | Buy |
+39,308
| New | +$1.53M | 0.05% | 246 |
|