Commonwealth Equity Services
EFAX icon

Commonwealth Equity Services’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Commonwealth Equity Services’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 		$388K Buy
7,177
+45
+0.6% +$2.39K ﹤0.01% 3520
2026
Q1 		$355K Sell
7,132
-186
-3% -$9.67K ﹤0.01% 3523
2025
Q4 		$369K Sell
7,318
-568
-7% -$28.2K ﹤0.01% 3477
2025
Q3 		$389K Sell
7,886
-6
-0.1% -$288 ﹤0.01% 3390
2025
Q2 		$374K Buy
7,892
+841
+12% +$37.9K ﹤0.01% 3405
2025
Q1 		$303K Buy
7,051
+425
+6% +$18.1K ﹤0.01% 3484
2024
Q4 		$264K Sell
6,626
-3,899
-37% -$162K ﹤0.01% 3534
2024
Q3 		$460K Buy
10,525
+193
+2% +$8.12K ﹤0.01% 2953
2024
Q2 		$421K Sell
10,332
-223
-2% -$9.15K ﹤0.01% 2983
2024
Q1 		$439K Sell
10,555
-42,324
-80% -$1.69M ﹤0.01% 2929
2023
Q4 		$2.06M Buy
52,879
+4,599
+10% +$168K ﹤0.01% 1669
2023
Q3 		$1.71M Buy
48,280
+2,611
+6% +$96.8K ﹤0.01% 1717
2023
Q2 		$1.72M Buy
45,669
+5,946
+15% +$223K ﹤0.01% 1730
2023
Q1 		$1.47M Buy
39,723
+3,021
+8% +$109K ﹤0.01% 1756
2022
Q4 		$1.25M Buy
36,702
+6,012
+20% +$196K ﹤0.01% 1813
2022
Q3 		$897K Sell
30,690
-2,014
-6% -$65.7K ﹤0.01% 1984
2022
Q2 		$1.07M Buy
32,704
+1,278
+4% +$45.3K ﹤0.01% 1834
2022
Q1 		$1.21M Buy
31,426
+1,894
+6% +$74.6K ﹤0.01% 1852
2021
Q4 		$1.24M Buy
29,532
+1,860
+7% +$78.1K ﹤0.01% 1831
2021
Q3 		$1.14M Sell
27,672
-596
-2% -$25.3K ﹤0.01% 1825
2021
Q2 		$1.18M Sell
28,268
-6,066
-18% -$255K ﹤0.01% 1797
2021
Q1 		$1.38M Buy
34,334
+6,890
+25% +$275K ﹤0.01% 1574
2020
Q4 		$1.07M Buy
27,444
+9,118
+50% +$333K ﹤0.01% 1613
2020
Q3 		$626K Buy
18,326
+4,802
+36% +$164K ﹤0.01% 1817
2020
Q2 		$438K Buy
13,524
+18
+0.1% +$550 ﹤0.01% 1979
2020
Q1 		$378K Buy
13,506
+3,078
+30% +$103K ﹤0.01% 1893
2019
Q4 		$377K Buy
10,428
+1,006
+11% +$35.4K ﹤0.01% 2126
2019
Q3 		$319K Buy
9,422
+3,000
+47% +$100K ﹤0.01% 2183
2019
Q2 		$217K Buy
6,422
+224
+4% +$7.51K ﹤0.01% 2455
2019
Q1 		$205K Buy
+6,198
New +$200K ﹤0.01% 2447
2018
Q4 		– Sell
-6,230
Closed -$218K – 2715
2018
Q3 		$218K Buy
6,230
+98
+2% +$3.42K ﹤0.01% 2438
2018
Q2 		$212K Sell
6,132
-274
-4% -$9.86K ﹤0.01% 2416
2018
Q1 		$231K Buy
+6,406
New +$237K ﹤0.01% 2283

Other funds holding EFAX

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

Commonwealth Equity Services's EFAX Position: Q2 2026 in Review

Commonwealth Equity Services increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 0.63% in Q2 2026, buying an estimated $2.39K and bringing the position to 7,177 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #3520.

Commonwealth Equity Services first reported a position in EFAX in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.06M in Q4 2023. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Commonwealth Equity Services held 7,177 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $388K as of Q2 2026.
  • Commonwealth Equity Services bought 45 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $2.39K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3520 holding.
  • Commonwealth Equity Services first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2018 and has held it in 33 quarters since.
  • Commonwealth Equity Services's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $2.06M in Q4 2023.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.