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Ethic Inc’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Ethic Inc’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
2025
Q2 		– Sell
-23,131
Closed -$995K – 1243
2025
Q1 		$995K Buy
+23,131
New +$983K 0.02% 601

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $6.71B AUM 23.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Ethic Inc's EFAX Position: Q2 2025 in Review

Ethic Inc sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2025, closing a stake of 23,131 shares — an estimated $995K sold.

Ethic Inc first reported a position in EFAX in Q1 2025 and held it in 1 quarter. The position peaked at $995K in Q1 2025. 84 funds tracked by Wall St. Rank hold EFAX as of Q2 2025.

  • Ethic Inc reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q2 2025 after selling out during the quarter.
  • Ethic Inc sold 23,131 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2025, an estimated $995K.
  • Ethic Inc first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2025 and held it in 1 quarter.
  • Ethic Inc's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $995K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2025.

Based on Ethic Inc's 13F filing for Q2 2025, filed 30 Jul 2025.