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

Fidelity Investments’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
Q1 		$89.1K Buy
1,790
+517
+41% +$26.9K ﹤0.01% 3843
2025
Q4 		$64.3K Buy
1,273
+56
+5% +$2.78K ﹤0.01% 3980
2025
Q3 		$60K Sell
1,217
-3
-0.2% -$144 ﹤0.01% 3891
2025
Q2 		$57.8K Sell
1,220
-108
-8% -$4.86K ﹤0.01% 3828
2025
Q1 		$57K Sell
1,328
-169
-11% -$7.18K ﹤0.01% 3807
2024
Q4 		$59.6K Buy
1,497
+875
+141% +$36.4K ﹤0.01% 3763
2024
Q3 		$27.2K Buy
622
+26
+4% +$1.09K ﹤0.01% 4042
2024
Q2 		$24.3K Buy
+596
New +$24.4K ﹤0.01% 3979
2022
Q2 		– Sell
-280
Closed -$11K – 5034
2022
Q1 		$11K Buy
+280
New +$11K ﹤0.01% 4218

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return