EI
EFAX icon

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

Ellevest Inc’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
2019
Q2 		– Sell
-6,058
Closed -$201K – 404
2019
Q1 		$201K Hold
6,058
– – 0.1% 47
2018
Q4 		$183K Buy
+6,058
New +$195K 0.09% 69

Other funds holding EFAX

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
FC
Fulcrum Capital Seattle, Washington $461M AUM 17.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ellevest Inc's EFAX Position: Q2 2019 in Review

Ellevest Inc sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2019, closing a stake of 6,058 shares — an estimated $201K sold.

Ellevest Inc first reported a position in EFAX in Q4 2018 and held it in 2 quarters. The position peaked at $201K in Q1 2019. 26 funds tracked by Wall St. Rank hold EFAX as of Q2 2019.

  • Ellevest Inc reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q2 2019 after selling out during the quarter.
  • Ellevest Inc sold 6,058 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2019, an estimated $201K.
  • Ellevest Inc first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2018 and held it in 2 quarters.
  • Ellevest Inc's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $201K in Q1 2019.
  • 26 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2019.

Based on Ellevest Inc's 13F filing for Q2 2019, filed 20 Aug 2019.