EverSource Wealth Advisors’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,093
| Closed | -$305K | – | 4278 |
|
|
2025
Q1 | $305K | Sell |
7,093
-186
| -3% | -$7.99K | 0.02% | 519 |
|
|
2024
Q4 | $290K | Buy |
7,279
+21
| +0.3% | +$836 | 0.02% | 518 |
|
|
2024
Q3 | $317K | Hold |
7,258
| – | – | 0.02% | 433 |
|
|
2024
Q2 | $305K | Buy |
7,258
+78
| +1% | +$3.27K | 0.02% | 438 |
|
|
2024
Q1 | $287K | Buy |
+7,180
| New | +$287K | 0.02% | 385 |
|