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

Franklin Resources’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 Q2	–	Sell	-669,699	Closed	-$24.8M	–	2734
2023 Q1	$24.8M	Sell	669,699 -391,739	-37%	-$14.2M	0.01%	719
2022 Q4	$36.1M	Buy	1,061,438 +34,220	+3%	+$1.11M	0.02%	615
2022 Q3	$30.1M	Hold	1,027,218	–	–	0.02%	675
2022 Q2	$33.6M	Sell	1,027,218 -991,390	-49%	-$35.1M	0.02%	658
2022 Q1	$77.6M	Buy	+2,018,608	New	+$79.5M	0.03%	490

Other funds holding EFAX

Betterment LLC New York $59.1B AUM 18.41% 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 $1.32B AUM 16.44% 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

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

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

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

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

Franklin Resources's EFAX Position: Q2 2023 in Review

Franklin Resources sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2023, closing a stake of 669,699 shares — an estimated $24.8M sold.

Franklin Resources first reported a position in EFAX in Q1 2022 and held it in 5 quarters. The position peaked at $77.6M in Q1 2022. 65 funds tracked by Wall St. Rank hold EFAX as of Q2 2023.

Franklin Resources reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q2 2023 after selling out during the quarter.
Franklin Resources sold 669,699 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2023, an estimated $24.8M.
Franklin Resources first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2022 and held it in 5 quarters.
Franklin Resources's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $77.6M in Q1 2022.
65 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2023.

Based on Franklin Resources's 13F filing for Q2 2023, filed 11 Aug 2023.