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

Foster Dykema Cabot & Partners’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	$308K	Hold	5,699	–	–	0.02%	98
2026 Q1	$284K	Hold	5,699	–	–	0.02%	100
2025 Q4	$288K	Sell	5,699 -588	-9%	-$29.2K	0.02%	102
2025 Q3	$310K	Sell	6,287 -582	-8%	-$27.9K	0.02%	108
2025 Q2	$325K	Sell	6,869 -98	-1%	-$4.41K	0.02%	101
2025 Q1	$299K	Buy	6,967 +700	+11%	+$29.8K	0.02%	100
2024 Q4	$249K	Sell	6,267 -122	-2%	-$5.07K	0.02%	115
2024 Q3	$279K	Hold	6,389	–	–	0.02%	104
2024 Q2	$261K	Sell	6,389 -3	-0%	-$123	0.02%	85
2024 Q1	$266K	Hold	6,392	–	–	0.02%	85
2023 Q4	$249K	Buy	+6,392	New	+$233K	0.03%	81

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

Foster Dykema Cabot & Partners's EFAX Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q2 2026 at 5,699 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #98.

Foster Dykema Cabot & Partners first reported a position in EFAX in Q4 2023 and has held it in 11 quarters since. The position peaked at $325K in Q2 2025. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Foster Dykema Cabot & Partners held 5,699 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $308K as of Q2 2026.
Foster Dykema Cabot & Partners 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 0.02% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #98 holding.
Foster Dykema Cabot & Partners first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2023 and has held it in 11 quarters since.
Foster Dykema Cabot & Partners's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $325K in Q2 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 Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.