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

First Bancorp’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 Q2	$247K	Hold	4,570	–	–	0.1%	125
2026 Q1	$227K	Hold	4,570	–	–	0.11%	123
2025 Q4	$231K	Sell	4,570 -547	-11%	-$27.2K	0.12%	118
2025 Q3	$252K	Hold	5,117	–	–	0.13%	116
2025 Q2	$242K	Hold	5,117	–	–	0.14%	116
2025 Q1	$220K	Hold	5,117	–	–	0.14%	116
2024 Q4	$204K	Hold	5,117	–	–	0.14%	117
2024 Q3	$224K	Hold	5,117	–	–	0.16%	117
2024 Q2	$209K	Hold	5,117	–	–	0.15%	115
2024 Q1	$213K	Buy	+5,117	New	+$204K	0.16%	117

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

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

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

LWIC

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

First Bancorp's EFAX Position: Q2 2026 in Review

First Bancorp held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q2 2026 at 4,570 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #125.

First Bancorp first reported a position in EFAX in Q1 2024 and has held it in 10 quarters since. The position peaked at $252K in Q3 2025. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

First Bancorp held 4,570 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $247K as of Q2 2026.
First Bancorp left its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.1% of First Bancorp's portfolio in Q2 2026, its #125 holding.
First Bancorp first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2024 and has held it in 10 quarters since.
First Bancorp's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $252K in Q3 2025.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on First Bancorp's 13F filing for Q2 2026, filed 11 Aug 2026.