Envestnet Asset Management
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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
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

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B
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