Creative Planning
EFAX icon

Creative Planning’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Creative Planning’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 		$343K Hold
6,898
– – ﹤0.01% 3319
2025
Q4 		$348K Buy
6,898
+90
+1% +$4.47K ﹤0.01% 3139
2025
Q3 		$336K Hold
6,808
– – ﹤0.01% 3055
2025
Q2 		$322K Buy
6,808
+78
+1% +$3.51K ﹤0.01% 2841
2025
Q1 		$289K Sell
6,730
-68
-1% -$2.89K ﹤0.01% 2790
2024
Q4 		$271K Buy
6,798
+51
+0.8% +$2.12K ﹤0.01% 2749
2024
Q3 		$295K Hold
6,747
– – ﹤0.01% 2532
2024
Q2 		$275K Sell
6,747
-75
-1% -$3.08K ﹤0.01% 2430
2024
Q1 		$284K Buy
6,822
+331
+5% +$13.2K ﹤0.01% 2299
2023
Q4 		$253K Hold
6,491
– – ﹤0.01% 2218
2023
Q3 		$230K Hold
6,491
– – ﹤0.01% 2134
2023
Q2 		$244K Buy
6,491
+85
+1% +$3.19K ﹤0.01% 2065
2023
Q1 		$237K Sell
6,406
-1,068
-14% -$38.7K ﹤0.01% 1994
2022
Q4 		$254K Buy
7,474
+42
+0.6% +$1.37K ﹤0.01% 1841
2022
Q3 		$217K Buy
7,432
+1,186
+19% +$38.7K ﹤0.01% 1855
2022
Q2 		$205K Buy
+6,246
New +$221K ﹤0.01% 1867
2022
Q1 		– Sell
-6,030
Closed -$253K – 2374
2021
Q4 		$253K Buy
6,030
+366
+6% +$15.4K ﹤0.01% 1731
2021
Q3 		$234K Hold
5,664
– – ﹤0.01% 1758
2021
Q2 		$237K Buy
+5,664
New +$238K ﹤0.01% 1702

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

Creative Planning's EFAX Position: Q1 2026 in Review

Creative Planning held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q1 2026 at 6,898 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #3319.

Creative Planning first reported a position in EFAX in Q2 2021 and has held it in 19 quarters since. The position peaked at $348K in Q4 2025. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

  • Creative Planning held 6,898 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $343K as of Q1 2026.
  • Creative Planning left its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF share count unchanged in Q1 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3319 holding.
  • Creative Planning first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2021 and has held it in 19 quarters since.
  • Creative Planning's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $348K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.