EWM
Evermay Wealth Management’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$17.8K | ﹤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% | +$753 | ﹤0.01% | 460 |
|
|
2023
Q1 | $4.45K | Buy |
120
+60
| +100% | +$2.22K | ﹤0.01% | 459 |
|
|
2022
Q4 | $4.08K | Hold |
60
| – | – | ﹤0.01% | 470 |
|
|
2022
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 452 |
|
|
2022
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 443 |
|
|
2022
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 453 |
|
|
2021
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 446 |
|
|
2021
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 414 |
|
|
2021
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 444 |
|