Franklin Resources

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 $52.8B AUM 15.34% 1-Year Est. Return

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return