Creative Planning’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
6,808
+78
| +1% | +$3.69K | ﹤0.01% | 2832 |
|
|
2025
Q1 | $289K | Sell |
6,730
-68
| -1% | -$2.92K | ﹤0.01% | 2783 |
|
|
2024
Q4 | $271K | Buy |
6,798
+51
| +0.8% | +$2.03K | ﹤0.01% | 2740 |
|
|
2024
Q3 | $295K | Hold |
6,747
| – | – | ﹤0.01% | 2532 |
|
|
2024
Q2 | $275K | Sell |
6,747
-75
| -1% | -$3.06K | ﹤0.01% | 2419 |
|
|
2024
Q1 | $284K | Buy |
6,822
+331
| +5% | +$13.8K | ﹤0.01% | 2289 |
|
|
2023
Q4 | $253K | Hold |
6,491
| – | – | ﹤0.01% | 2211 |
|
|
2023
Q3 | $230K | Hold |
6,491
| – | – | ﹤0.01% | 2128 |
|
|
2023
Q2 | $244K | Buy |
6,491
+85
| +1% | +$3.2K | ﹤0.01% | 2056 |
|
|
2023
Q1 | $237K | Sell |
6,406
-1,068
| -14% | -$39.6K | ﹤0.01% | 1987 |
|
|
2022
Q4 | $254K | Buy |
7,474
+42
| +0.6% | +$1.43K | ﹤0.01% | 1834 |
|
|
2022
Q3 | $217K | Buy |
7,432
+1,186
| +19% | +$34.6K | ﹤0.01% | 1843 |
|
|
2022
Q2 | $205K | Buy |
+6,246
| New | +$205K | ﹤0.01% | 1859 |
|
|
2022
Q1 | – | Sell |
-6,030
| Closed | -$253K | – | 2296 |
|
|
2021
Q4 | $253K | Buy |
6,030
+366
| +6% | +$15.4K | ﹤0.01% | 1731 |
|
|
2021
Q3 | $234K | Hold |
5,664
| – | – | ﹤0.01% | 1755 |
|
|
2021
Q2 | $237K | Buy |
+5,664
| New | +$237K | ﹤0.01% | 1693 |
|