Choate Investment Advisors’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 | $333K | Hold |
7,038
| – | – | 0.01% | 326 |
|
|
2025
Q1 | $302K | Sell |
7,038
-476
| -6% | -$20.4K | 0.01% | 325 |
|
|
2024
Q4 | $299K | Sell |
7,514
-20
| -0.3% | -$796 | 0.01% | 329 |
|
|
2024
Q3 | $330K | Hold |
7,534
| – | – | 0.01% | 303 |
|
|
2024
Q2 | $307K | Buy |
7,534
+345
| +5% | +$14.1K | 0.01% | 300 |
|
|
2024
Q1 | $299K | Buy |
7,189
+145
| +2% | +$6.03K | 0.01% | 334 |
|
|
2023
Q4 | $275K | Buy |
7,044
+530
| +8% | +$20.7K | 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% | -$7.69K | 0.01% | 264 |
|
|
2021
Q4 | $285K | Buy |
6,804
+430
| +7% | +$18K | 0.02% | 238 |
|
|
2021
Q3 | $263K | Hold |
6,374
| – | – | 0.02% | 235 |
|
|
2021
Q2 | $266K | Buy |
6,374
+530
| +9% | +$22.1K | 0.02% | 239 |
|
|
2021
Q1 | $235K | Hold |
5,844
| – | – | 0.01% | 237 |
|
|
2020
Q4 | $228K | Sell |
5,844
-50
| -0.8% | -$1.95K | 0.01% | 227 |
|
|
2020
Q3 | $202K | Buy |
+5,894
| New | +$202K | 0.01% | 237 |
|
|
2020
Q2 | – | Sell |
-77,954
| Closed | -$2.18M | – | 244 |
|
|
2020
Q1 | $2.18M | Sell |
77,954
-8,310
| -10% | -$233K | 0.17% | 63 |
|
|
2019
Q4 | $3.13M | Buy |
86,264
+1,070
| +1% | +$38.8K | 0.19% | 63 |
|
|
2019
Q3 | $2.89M | Sell |
85,194
-130
| -0.2% | -$4.41K | 0.18% | 64 |
|
|
2019
Q2 | $2.89M | Sell |
85,324
-5,410
| -6% | -$183K | 0.17% | 64 |
|
|
2019
Q1 | $3.01M | Sell |
90,734
-4,490
| -5% | -$149K | 0.18% | 61 |
|
|
2018
Q4 | $2.88M | Buy |
+95,224
| New | +$2.88M | 0.19% | 61 |
|