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Consolidated Portfolio Review Corp’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-4,156
Closed -$205K – 140
2025
Q3 		$205K Buy
+4,156
New +$199K 0.03% 436

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 $8.39B AUM 37.75% 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 $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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Consolidated Portfolio Review Corp's EFAX Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2025, closing a stake of 4,156 shares — an estimated $205K sold.

Consolidated Portfolio Review Corp first reported a position in EFAX in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 88 funds tracked by Wall St. Rank hold EFAX as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 4,156 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2025, an estimated $205K.
  • Consolidated Portfolio Review Corp first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q3 2025 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $205K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.