EH
EFAX icon

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
Q2 		$1.07M Sell
19,840
-1,917
-9% -$102K 0.01% 972
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
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

Equitable Holdings's EFAX Position: Q2 2026 in Review

Equitable Holdings reduced its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 8.8% in Q2 2026, selling an estimated $102K and leaving 19,840 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #972.

Equitable Holdings first reported a position in EFAX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q1 2026. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Equitable Holdings held 19,840 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $1.07M as of Q2 2026.
  • Equitable Holdings sold 1,917 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $102K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #972 holding.
  • Equitable Holdings first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2022 and has held it in 15 quarters since.
  • Equitable Holdings's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $1.1M in Q1 2026.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.