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

Choate Investment 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	$453K	Buy	8,375 +997	+14%	+$52.9K	0.01%	335
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

Other funds holding EFAX

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $65.2B AUM 31.44% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Choate Investment Advisors's EFAX Position: Q2 2026 in Review

Choate Investment Advisors increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 14% in Q2 2026, buying an estimated $52.9K and bringing the position to 8,375 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #335.

Choate Investment Advisors first reported a position in EFAX in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.13M in Q4 2019. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Choate Investment Advisors held 8,375 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $453K as of Q2 2026.
Choate Investment Advisors bought 997 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $52.9K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #335 holding.
Choate Investment Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2018 and has held it in 26 quarters since.
Choate Investment Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $3.13M in Q4 2019.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.