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

Clarion Wealth Managment 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	$318K	Buy	5,870 +25	+0.4%	+$1.33K	0.26%	69
2026 Q1	$291K	Hold	5,845	–	–	0.26%	71
2025 Q4	$295K	Sell	5,845 -203	-3%	-$10.1K	0.27%	67
2025 Q3	$298K	Hold	6,048	–	–	0.29%	67
2025 Q2	$286K	Buy	+6,048	New	+$272K	0.31%	67

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

Clarion Wealth Managment Partners's EFAX Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 0.43% in Q2 2026, buying an estimated $1.33K and bringing the position to 5,870 shares worth $318K. The position accounts for 0.26% of the portfolio, ranked #69.

Clarion Wealth Managment Partners first reported a position in EFAX in Q2 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Clarion Wealth Managment Partners held 5,870 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $318K as of Q2 2026.
Clarion Wealth Managment Partners bought 25 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $1.33K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.26% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #69 holding.
Clarion Wealth Managment Partners first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2025 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.