Golden State Wealth Management’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Golden State Wealth Management’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	$41.2K	Buy	761 +11	+1%	+$583	﹤0.01%	771
2026 Q1	$37.3K	Hold	750	–	–	﹤0.01%	758
2025 Q4	$37.9K	Buy	+750	New	+$37.3K	﹤0.01%	755
2020 Q2	–	Sell	-64	Closed	-$2K	–	431
2020 Q1	$2K	Buy	+64	New	+$2.13K	﹤0.01%	850
2019 Q4	–	Sell	-64	Closed	-$2K	–	284
2019 Q3	$2K	Hold	64	–	–	﹤0.01%	959
2019 Q2	$2K	Hold	64	–	–	﹤0.01%	973
2019 Q1	$2K	Buy	+64	New	+$2.07K	﹤0.01%	1015

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

Golden State Wealth Management's EFAX Position: Q2 2026 in Review

Golden State Wealth Management increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 1.5% in Q2 2026, buying an estimated $583 and bringing the position to 761 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Golden State Wealth Management first reported a position in EFAX in Q1 2019 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Golden State Wealth Management held 761 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $41.2K as of Q2 2026.
Golden State Wealth Management bought 11 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $583.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #771 holding.
Golden State Wealth Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2019 and has held it in 7 quarters since.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.