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

Evoke Wealth’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
2022 Q4	–	Sell	-1,060	Closed	-$31K	–	600
2022 Q3	$31K	Hold	1,060	–	–	﹤0.01%	580
2022 Q2	$35K	Sell	1,060 -702	-40%	-$24.9K	﹤0.01%	568
2022 Q1	$68K	Hold	1,762	–	–	﹤0.01%	480
2021 Q4	$74K	Hold	1,762	–	–	﹤0.01%	484
2021 Q3	$72K	Hold	1,762	–	–	﹤0.01%	464
2021 Q2	$74K	Buy	+1,762	New	+$74.1K	﹤0.01%	480

Other funds holding EFAX

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

LWIC

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Evoke Wealth's EFAX Position: Q4 2022 in Review

Evoke Wealth sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2022, closing a stake of 1,060 shares — an estimated $31K sold.

Evoke Wealth first reported a position in EFAX in Q2 2021 and held it in 6 quarters. The position peaked at $74K in Q4 2021. 60 funds tracked by Wall St. Rank hold EFAX as of Q4 2022.

Evoke Wealth reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 1,060 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2022, an estimated $31K.
Evoke Wealth first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2021 and held it in 6 quarters.
Evoke Wealth's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $74K in Q4 2021.
60 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.