Foster Dykema Cabot & Co’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Foster Dykema Cabot & Co’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	$202K	Hold	5,692	–	–	0.02%	93
2023 Q2	$214K	Hold	5,692	–	–	0.03%	93
2023 Q1	$211K	Buy	+5,692	New	+$206K	0.03%	82
2022 Q4	–	Sell	-17,456	Closed	-$511K	–	87
2022 Q3	$511K	Hold	17,456	–	–	0.06%	55
2022 Q2	$572K	Sell	17,456 -7,584	-30%	-$269K	0.07%	50
2022 Q1	$963K	Buy	+25,040	New	+$986K	0.12%	44

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

Foster Dykema Cabot & Co's EFAX Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q3 2023 at 5,692 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #93.

Foster Dykema Cabot & Co first reported a position in EFAX in Q1 2022 and has held it in 6 quarters since. The position peaked at $963K in Q1 2022. 62 funds tracked by Wall St. Rank hold EFAX as of Q3 2023.

Foster Dykema Cabot & Co held 5,692 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $202K as of Q3 2023.
Foster Dykema Cabot & Co left its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF share count unchanged in Q3 2023.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.02% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #93 holding.
Foster Dykema Cabot & Co first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2022 and has held it in 6 quarters since.
Foster Dykema Cabot & Co's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $963K in Q1 2022.
62 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.