GFS
EFAX icon

GYL Financial Synergies’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

GYL Financial Synergies’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
2021
Q2 		– Sell
-6,282
Closed -$252K – 185
2021
Q1 		$252K Hold
6,282
– – 0.14% 157
2020
Q4 		$245K Buy
+6,282
New +$229K 0.14% 149

Other funds holding EFAX

LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FC
Fulcrum Capital Seattle, Washington $493M AUM 24.43% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

GYL Financial Synergies's EFAX Position: Q2 2021 in Review

GYL Financial Synergies sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2021, closing a stake of 6,282 shares — an estimated $252K sold.

GYL Financial Synergies first reported a position in EFAX in Q4 2020 and held it in 2 quarters. The position peaked at $252K in Q1 2021. 54 funds tracked by Wall St. Rank hold EFAX as of Q2 2021.

  • GYL Financial Synergies reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q2 2021 after selling out during the quarter.
  • GYL Financial Synergies sold 6,282 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2021, an estimated $252K.
  • GYL Financial Synergies first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2020 and held it in 2 quarters.
  • GYL Financial Synergies's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $252K in Q1 2021.
  • 54 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2021.

Based on GYL Financial Synergies's 13F filing for Q2 2021, filed 2 Aug 2021.