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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
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

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $6.71B AUM 23.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Colton Groome Financial Advisors's EFAX Position: Q1 2026 in Review

Colton Groome Financial Advisors increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 5.5% in Q1 2026, buying an estimated $14.6K and bringing the position to 5,370 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #118.

Colton Groome Financial Advisors first reported a position in EFAX in Q1 2024 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

  • Colton Groome Financial Advisors held 5,370 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $267K as of Q1 2026.
  • Colton Groome Financial Advisors bought 280 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $14.6K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.08% of Colton Groome Financial Advisors's portfolio in Q1 2026, its #118 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 8 quarters since.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.