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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return