EWM
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Evermay Wealth Management’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Evermay Wealth 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
Q2 		$22.8K Hold
421
– – ﹤0.01% 433
2026
Q1 		$21K Sell
421
-165
-28% -$8.58K ﹤0.01% 390
2025
Q4 		$29.6K Hold
586
– – ﹤0.01% 356
2025
Q3 		$28.9K Hold
586
– – ﹤0.01% 362
2025
Q2 		$27.8K Hold
586
– – ﹤0.01% 364
2025
Q1 		$25.2K Hold
586
– – ﹤0.01% 369
2024
Q4 		$23.3K Buy
586
+446
+319% +$18.5K ﹤0.01% 373
2024
Q3 		$6.12K Hold
140
– – ﹤0.01% 493
2024
Q2 		$5.71K Hold
140
– – ﹤0.01% 492
2024
Q1 		$5.82K Hold
140
– – ﹤0.01% 495
2023
Q4 		$5.46K Hold
140
– – ﹤0.01% 482
2023
Q3 		$4.97K Hold
140
– – ﹤0.01% 467
2023
Q2 		$5.27K Buy
140
+20
+17% +$751 ﹤0.01% 460
2023
Q1 		$4.45K Hold
120
– – ﹤0.01% 459
2022
Q4 		$4.08K Hold
120
– – ﹤0.01% 470
2022
Q3 		$4K Hold
120
– – ﹤0.01% 452
2022
Q2 		$4K Hold
120
– – ﹤0.01% 443
2022
Q1 		$5K Hold
120
– – ﹤0.01% 453
2021
Q4 		$5K Hold
120
– – ﹤0.01% 446
2021
Q3 		$5K Hold
120
– – ﹤0.01% 414
2021
Q2 		$5K Buy
+120
New +$5.04K ﹤0.01% 444

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

Evermay Wealth Management's EFAX Position: Q2 2026 in Review

Evermay Wealth Management held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q2 2026 at 421 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Evermay Wealth Management first reported a position in EFAX in Q2 2021 and has held it in 21 quarters since. The position peaked at $29.6K in Q4 2025. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Evermay Wealth Management held 421 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $22.8K as of Q2 2026.
  • Evermay Wealth Management left its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #433 holding.
  • Evermay Wealth Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $29.6K in Q4 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 Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.