GPS Wealth Strategies Group’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-217	Closed	-$7.7K	–	1265
2023 Q3	$7.7K	Hold	217	–	–	﹤0.01%	888
2023 Q2	$8.17K	Buy	217 +183	+538%	+$6.87K	﹤0.01%	885
2023 Q1	$1.26K	Buy	+34	New	+$1.23K	﹤0.01%	1145
2022 Q4	–	Sell	-34	Closed	-$1K	–	398
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	1075
2022 Q2	$1K	Buy	34 +18	+113%	+$638	﹤0.01%	1060
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	991
2021 Q4	$1K	Buy	+16	New	+$672	﹤0.01%	1011

Other funds holding EFAX

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LSAG

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

GAM

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

LWIC

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

FLPIM

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

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

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

GPS Wealth Strategies Group's EFAX Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2023, closing a stake of 217 shares — an estimated $7.7K sold.

GPS Wealth Strategies Group first reported a position in EFAX in Q4 2021 and held it in 7 quarters. The position peaked at $8.17K in Q2 2023. 66 funds tracked by Wall St. Rank hold EFAX as of Q4 2023.

GPS Wealth Strategies Group reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2023 after selling out during the quarter.
GPS Wealth Strategies Group sold 217 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2023, an estimated $7.7K.
GPS Wealth Strategies Group first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2021 and held it in 7 quarters.
GPS Wealth Strategies Group's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $8.17K in Q2 2023.
66 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.