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EH
Equitable Holdings’s
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
Stock Holding History
Equitable Holdings’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
$1.1M
Buy
21,757
+28
+0.1%
+$1.46K
0.01%
943
2025
Q4
$1.1M
Buy
21,729
+2,403
+12%
+$119K
0.01%
828
2025
Q3
$953K
Buy
19,326
+96
+0.5%
+$4.61K
0.01%
848
2025
Q2
$911K
Buy
19,230
+583
+3%
+$26.2K
0.01%
823
2025
Q1
$801K
Buy
18,647
+2,753
+17%
+$117K
0.01%
779
2024
Q4
$633K
Sell
15,894
-558
-3%
-$23.2K
0.01%
813
2024
Q3
$720K
Buy
16,452
+2
+0%
+$84
0.01%
774
2024
Q2
$671K
Buy
16,450
+1,846
+13%
+$75.7K
0.01%
752
2024
Q1
$607K
Hold
14,604
–
–
0.01%
745
2023
Q4
$570K
Sell
14,604
-3,928
-21%
-$143K
0.01%
729
2023
Q3
$657K
Buy
18,532
+2,403
+15%
+$89K
0.01%
642
2023
Q2
$607K
Buy
16,129
+90
+0.6%
+$3.38K
0.01%
645
2023
Q1
$594K
Buy
16,039
+355
+2%
+$12.9K
0.01%
598
2022
Q4
$533K
Buy
+15,684
New
+$510K
0.01%
599
Other funds holding EFAX
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
GAM
Gemmer Asset Management
Walnut Creek, California
$1.27B AUM
21.99%
1-Year Est. Return
FLPIM
F.L. Putnam Investment Management
Lynnfield, Massachusetts
$6.71B AUM
23.99%
1-Year Est. Return
B
Bailard
Foster City, California
$4.35B AUM
23.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
WHAM
Windmill Hill Asset Management
Waddesdon, United Kingdom
$321M AUM
25.22%
1-Year Est. Return
Rockefeller Capital Management
New York
$56.4B AUM
24.96%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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