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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$367K	Buy	7,378 +335	+5%	+$17.4K	0.01%	346
2025 Q4	$355K	Buy	7,043 +5	+0.1%	+$249	0.01%	351
2025 Q3	$347K	Hold	7,038	–	–	0.01%	338
2025 Q2	$333K	Hold	7,038	–	–	0.01%	326
2025 Q1	$302K	Sell	7,038 -476	-6%	-$20.2K	0.01%	325
2024 Q4	$299K	Sell	7,514 -20	-0.3%	-$831	0.01%	329
2024 Q3	$330K	Hold	7,534	–	–	0.01%	303
2024 Q2	$307K	Buy	7,534 +345	+5%	+$14.2K	0.01%	300
2024 Q1	$299K	Buy	7,189 +145	+2%	+$5.78K	0.01%	334
2023 Q4	$275K	Buy	7,044 +530	+8%	+$19.3K	0.01%	317
2023 Q3	$231K	Hold	6,514	–	–	0.01%	327
2023 Q2	$245K	Buy	+6,514	New	+$245K	0.01%	260
2022 Q2	–	Sell	-6,604	Closed	-$254K	–	338
2022 Q1	$254K	Sell	6,604 -200	-3%	-$7.87K	0.01%	264
2021 Q4	$285K	Buy	6,804 +430	+7%	+$18.1K	0.02%	238
2021 Q3	$263K	Hold	6,374	–	–	0.02%	235
2021 Q2	$266K	Buy	6,374 +530	+9%	+$22.3K	0.02%	239
2021 Q1	$235K	Hold	5,844	–	–	0.01%	237
2020 Q4	$228K	Sell	5,844 -50	-0.8%	-$1.83K	0.01%	227
2020 Q3	$202K	Buy	+5,894	New	+$201K	0.01%	237
2020 Q2	–	Sell	-77,954	Closed	-$2.18M	–	244
2020 Q1	$2.18M	Sell	77,954 -8,310	-10%	-$277K	0.17%	63
2019 Q4	$3.13M	Buy	86,264 +1,070	+1%	+$37.6K	0.19%	63
2019 Q3	$2.89M	Sell	85,194 -130	-0.2%	-$4.34K	0.18%	64
2019 Q2	$2.89M	Sell	85,324 -5,410	-6%	-$181K	0.17%	64
2019 Q1	$3.01M	Sell	90,734 -4,490	-5%	-$145K	0.18%	61
2018 Q4	$2.88M	Buy	+95,224	New	+$3.07M	0.19%	61