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

Financial Insights’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
2023 Q3	–	Sell	-5,991	Closed	-$226K	–	150
2023 Q2	$226K	Sell	5,991 -20	-0.3%	-$751	0.08%	146
2023 Q1	$223K	Buy	+6,011	New	+$218K	0.09%	154
2022 Q2	–	Sell	-5,952	Closed	-$229K	–	86
2022 Q1	$229K	Sell	5,952 -50	-0.8%	-$1.97K	0.21%	69
2021 Q4	$252K	Sell	6,002 -14	-0.2%	-$588	0.22%	72
2021 Q3	$249K	Sell	6,016 -158	-3%	-$6.72K	0.23%	70
2021 Q2	$2.58M	Buy	+6,174	New	+$260K	0.21%	69
2021 Q1	–	Sell	-6,032	Closed	-$235K	–	81
2020 Q4	$235K	Hold	6,032	–	–	0.18%	69
2020 Q3	$206K	Buy	+6,032	New	+$206K	0.18%	73
2020 Q2	–	Sell	-8,156	Closed	-$228K	–	88
2020 Q1	$228K	Buy	+8,156	New	+$272K	0.24%	62

Other funds holding EFAX

Betterment LLC New York $52.8B AUM 15.34% 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 $1.21B AUM 12.04% 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 $6.71B AUM 23.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Financial Insights's EFAX Position: Q3 2023 in Review

Financial Insights sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q3 2023, closing a stake of 5,991 shares — an estimated $226K sold.

Financial Insights first reported a position in EFAX in Q1 2020 and held it in 9 quarters. The position peaked at $2.58M in Q2 2021. 62 funds tracked by Wall St. Rank hold EFAX as of Q3 2023.

Financial Insights reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q3 2023 after selling out during the quarter.
Financial Insights sold 5,991 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2023, an estimated $226K.
Financial Insights first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2020 and held it in 9 quarters.
Financial Insights's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $2.58M in Q2 2021.
62 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2023.

Based on Financial Insights's 13F filing for Q3 2023, filed 7 Dec 2023.