FDCP
EFAX icon

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
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
Betterment LLC New York $52.8B AUM 15.34% 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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return