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
Q2 		$380K Buy
7,017
+119
+2% +$6.31K ﹤0.01% 3396
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 $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

Creative Planning's EFAX Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 1.7% in Q2 2026, buying an estimated $6.31K and bringing the position to 7,017 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #3396.

Creative Planning first reported a position in EFAX in Q2 2021 and has held it in 20 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Creative Planning held 7,017 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $380K as of Q2 2026.
  • Creative Planning bought 119 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $6.31K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3396 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 20 quarters since.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.