Elmwood Wealth Management’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Elmwood Wealth Management’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
2022 Q1	–	Sell	-450	Closed	-$19K	–	168
2021 Q4	$19K	Buy	+450	New	+$18.9K	0.01%	250
2021 Q2	$19K	Hold	450	–	–	0.01%	223
2021 Q1	$18K	Buy	+450	New	+$18K	0.01%	221
2020 Q3	$15K	Hold	450	–	–	0.01%	172
2020 Q2	$15K	Buy	+450	New	+$13.7K	0.01%	172
2019 Q4	–	Sell	-500	Closed	-$17K	–	134
2019 Q3	$17K	Hold	500	–	–	0.02%	152
2019 Q2	$17K	Hold	500	–	–	0.02%	168
2019 Q1	$17K	Hold	500	–	–	0.02%	164
2018 Q4	$15K	Hold	500	–	–	0.01%	172
2018 Q3	$17.6K	Hold	500	–	–	0.01%	176
2018 Q2	$17.3K	Buy	+500	New	+$18K	0.02%	175

Other funds holding EFAX

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Elmwood Wealth Management's EFAX Position: Q1 2022 in Review

Elmwood Wealth Management sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q1 2022, closing a stake of 450 shares — an estimated $19K sold.

Elmwood Wealth Management first reported a position in EFAX in Q2 2018 and held it in 11 quarters. The position peaked at $19K in Q4 2021. 66 funds tracked by Wall St. Rank hold EFAX as of Q1 2022.

Elmwood Wealth Management reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 450 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2022, an estimated $19K.
Elmwood Wealth Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2018 and held it in 11 quarters.
Elmwood Wealth Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $19K in Q4 2021.
66 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.