Colton Groome Financial Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Colton Groome Financial 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 Q3	$237K	Sell	4,425 -1,100	-20%	-$60.3K	0.06%	136
2026 Q2	$299K	Buy	5,525 +155	+3%	+$8.22K	0.07%	135
2026 Q1	$267K	Buy	5,370 +280	+6%	+$14.6K	0.08%	118
2025 Q4	$257K	Sell	5,090 -75	-1%	-$3.73K	0.07%	122
2025 Q3	$255K	Hold	5,165	–	–	0.08%	116
2025 Q2	$245K	Buy	5,165 +450	+10%	+$20.3K	0.08%	116
2025 Q1	$212K	Buy	+4,715	New	+$200K	0.08%	116
2024 Q4	–	Sell	-4,984	Closed	-$218K	–	126
2024 Q3	$218K	Sell	4,984 -20	-0.4%	-$841	0.08%	124
2024 Q2	$204K	Hold	5,004	–	–	0.08%	121
2024 Q1	$208K	Buy	+5,004	New	+$199K	0.08%	114

Other funds holding EFAX

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Colton Groome Financial Advisors's EFAX Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 20% in Q3 2026, selling an estimated $60.3K and leaving 4,425 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #136.

Colton Groome Financial Advisors first reported a position in EFAX in Q1 2024 and has held it in 10 quarters since. The position peaked at $299K in Q2 2026. 9 funds tracked by Wall St. Rank hold EFAX as of Q3 2026.

Colton Groome Financial Advisors held 4,425 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $237K as of Q3 2026.
Colton Groome Financial Advisors sold 1,100 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2026, an estimated $60.3K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.06% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #136 holding.
Colton Groome Financial Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2024 and has held it in 10 quarters since.
Colton Groome Financial Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $299K in Q2 2026.
9 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.