Envestnet Asset Management
EFAX icon

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

Envestnet Asset 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
2026
Q2 		$205K Sell
3,789
-2,145
-36% -$114K ﹤0.01% 4635
2026
Q1 		$295K Sell
5,934
-2,436
-29% -$127K ﹤0.01% 4285
2025
Q4 		$422K Sell
8,370
-452
-5% -$22.5K ﹤0.01% 3820
2025
Q3 		$435K Sell
8,822
-679
-7% -$32.6K ﹤0.01% 3860
2025
Q2 		$450K Sell
9,501
-10,027
-51% -$451K ﹤0.01% 3774
2025
Q1 		$839K Sell
19,528
-8,607
-31% -$366K ﹤0.01% 3312
2024
Q4 		$1.12M Sell
28,135
-145
-0.5% -$6.02K ﹤0.01% 3102
2024
Q3 		$1.24M Buy
28,280
+1,859
+7% +$78.2K ﹤0.01% 2986
2024
Q2 		$1.08M Buy
26,421
+3,624
+16% +$149K ﹤0.01% 2991
2024
Q1 		$948K Buy
22,797
+16,500
+262% +$658K ﹤0.01% 3065
2023
Q4 		$246K Sell
6,297
-82
-1% -$2.99K ﹤0.01% 3720
2023
Q3 		$226K Buy
6,379
+4
+0.1% +$148 ﹤0.01% 3682
2023
Q2 		$240K Sell
6,375
-674
-10% -$25.3K ﹤0.01% 3604
2023
Q1 		$261K Buy
7,049
+653
+10% +$23.7K ﹤0.01% 3516
2022
Q4 		$218K Sell
6,396
-1,722
-21% -$56K ﹤0.01% 3632
2022
Q3 		$237K Buy
8,118
+1,286
+19% +$42K ﹤0.01% 3499
2022
Q2 		$224K Buy
+6,832
New +$242K ﹤0.01% 3518

Other funds holding EFAX

Betterment LLC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
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
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

Envestnet Asset Management's EFAX Position: Q2 2026 in Review

Envestnet Asset Management reduced its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 36% in Q2 2026, selling an estimated $114K and leaving 3,789 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #4635.

Envestnet Asset Management first reported a position in EFAX in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.24M in Q3 2024. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Envestnet Asset Management held 3,789 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $205K as of Q2 2026.
  • Envestnet Asset Management sold 2,145 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $114K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4635 holding.
  • Envestnet Asset Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2022 and has held it in 17 quarters since.
  • Envestnet Asset Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $1.24M in Q3 2024.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.