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Hobbs Group Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Hobbs Group Advisors’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
Q1 		$439K Hold
8,829
– – 0.13% 107
2025
Q4 		$446K Buy
8,829
+94
+1% +$4.67K 0.13% 109
2025
Q3 		$431K Hold
8,735
– – 0.13% 111
2025
Q2 		$414K Buy
8,735
+221
+3% +$9.95K 0.14% 107
2025
Q1 		$366K Buy
8,514
+891
+12% +$37.9K 0.14% 105
2024
Q4 		$303K Sell
7,623
-1,323
-15% -$55K 0.11% 120
2024
Q3 		$391K Sell
8,946
-1,295
-13% -$54.4K 0.14% 98
2024
Q2 		$418K Buy
+10,241
New +$420K 0.16% 93
2023
Q4 		$396K Buy
+10,143
New +$369K 0.18% 86

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return