EI
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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
2026
Q2 		$278K Buy
+5,140
New +$273K ﹤0.01% 1159
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 $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

Ethic Inc's EFAX Position: Q2 2026 in Review

Ethic Inc opened a new position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2026: 5,140 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings. This is a return to the name: Ethic Inc previously reported a position in EFAX as recently as Q1 2025.

Ethic Inc first reported a position in EFAX in Q1 2025 and has held it in 2 quarters since. The position peaked at $995K in Q1 2025. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Ethic Inc held 5,140 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $278K as of Q2 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF was a new Ethic Inc position in Q2 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1159 holding.
  • Ethic Inc first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2025 and has held it in 2 quarters since.
  • Ethic Inc's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $995K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.