Flagship Harbor Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Flagship Harbor Advisors’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	–	Sell	-518	Closed	-$26.1K	–	1113
2025 Q4	$26.1K	Buy	+518	New	+$25.8K	﹤0.01%	1251
2020 Q4	–	Sell	-1,558	Closed	-$53K	–	850
2020 Q3	$53K	Sell	1,558 -1,358	-47%	-$46.3K	0.01%	831
2020 Q2	$94K	Sell	2,916 -680	-19%	-$20.8K	0.01%	663
2020 Q1	$101K	Buy	3,596 +284	+9%	+$9.46K	0.02%	544
2019 Q4	$120K	Buy	+3,312	New	+$117K	0.02%	567

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WHAM

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Flagship Harbor Advisors's EFAX Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q1 2026, closing a stake of 518 shares — an estimated $26.1K sold.

Flagship Harbor Advisors first reported a position in EFAX in Q4 2019 and held it in 5 quarters. The position peaked at $120K in Q4 2019. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

Flagship Harbor Advisors reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 518 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $26.1K.
Flagship Harbor Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2019 and held it in 5 quarters.
Flagship Harbor Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $120K in Q4 2019.
89 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.