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

Endurance 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
2023 Q2	$60K	Hold	1,600	–	–	0.01%	313
2023 Q1	$59K	Hold	1,600	–	–	0.01%	327
2022 Q4	$54K	Hold	1,600	–	–	0.01%	317
2022 Q3	$47K	Hold	1,600	–	–	0.01%	331
2022 Q2	$52K	Hold	1,600	–	–	0.01%	321
2022 Q1	$62K	Buy	+1,600	New	+$63K	0.01%	326

Other funds holding EFAX

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

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 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

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Endurance Wealth Management's EFAX Position: Q2 2023 in Review

Endurance Wealth Management held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q2 2023 at 1,600 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #313.

Endurance Wealth Management first reported a position in EFAX in Q1 2022 and has held it in 6 quarters since. The position peaked at $62K in Q1 2022. 65 funds tracked by Wall St. Rank hold EFAX as of Q2 2023.

Endurance Wealth Management held 1,600 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $60K as of Q2 2023.
Endurance Wealth Management left its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF share count unchanged in Q2 2023.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #313 holding.
Endurance Wealth Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2022 and has held it in 6 quarters since.
Endurance Wealth Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $62K in Q1 2022.
65 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.