EverSource Wealth Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

EverSource Wealth Advisors’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	-7,093	Closed	-$305K	–	4285
2025 Q1	$305K	Sell	7,093 -186	-3%	-$7.91K	0.02%	520
2024 Q4	$290K	Buy	7,279 +21	+0.3%	+$872	0.02%	518
2024 Q3	$317K	Hold	7,258	–	–	0.02%	433
2024 Q2	$305K	Buy	7,258 +78	+1%	+$3.2K	0.02%	438
2024 Q1	$287K	Buy	+7,180	New	+$286K	0.02%	385

Other funds holding EFAX

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

EverSource Wealth Advisors's EFAX Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2025, closing a stake of 7,093 shares — an estimated $305K sold.

EverSource Wealth Advisors first reported a position in EFAX in Q1 2024 and held it in 5 quarters. The position peaked at $317K in Q3 2024. 84 funds tracked by Wall St. Rank hold EFAX as of Q2 2025.

EverSource Wealth Advisors reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 7,093 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2025, an estimated $305K.
EverSource Wealth Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2024 and held it in 5 quarters.
EverSource Wealth Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $317K in Q3 2024.
84 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.