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

Diversified Enterprises’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	$305K	Buy	5,636 +186	+3%	+$9.87K	0.01%	325
2026 Q1	$271K	Buy	+5,450	New	+$283K	0.01%	337
2025 Q4	–	Sell	-4,670	Closed	-$230K	–	396
2025 Q3	$230K	Buy	4,670 +155	+3%	+$7.44K	0.02%	287
2025 Q2	$214K	Sell	4,515 -245	-5%	-$11K	0.02%	295
2025 Q1	$204K	Buy	+4,760	New	+$202K	0.02%	294

Other funds holding EFAX

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Diversified Enterprises's EFAX Position: Q2 2026 in Review

Diversified Enterprises increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 3.4% in Q2 2026, buying an estimated $9.87K and bringing the position to 5,636 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #325.

Diversified Enterprises first reported a position in EFAX in Q1 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Diversified Enterprises held 5,636 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $305K as of Q2 2026.
Diversified Enterprises bought 186 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $9.87K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #325 holding.
Diversified Enterprises first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2025 and has held it in 5 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 Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.