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Horan Securities’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Horan Securities’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
Q3 		– Sell
-2,335
Closed -$87.9K – 247
2023
Q2 		$87.9K Buy
2,335
+30
+1% +$1.13K 0.04% 182
2023
Q1 		$85.4K Buy
2,305
+1
+0% +$36 0.04% 163
2022
Q4 		$78.4K Buy
2,304
+136
+6% +$4.42K 0.04% 162
2022
Q3 		$63K Buy
+2,168
New +$70.7K 0.04% 164

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Horan Securities's EFAX Position: Q3 2023 in Review

Horan Securities sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q3 2023, closing a stake of 2,335 shares — an estimated $87.9K sold.

Horan Securities first reported a position in EFAX in Q3 2022 and held it in 4 quarters. The position peaked at $87.9K in Q2 2023. 62 funds tracked by Wall St. Rank hold EFAX as of Q3 2023.

  • Horan Securities reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 2,335 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2023, an estimated $87.9K.
  • Horan Securities first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q3 2022 and held it in 4 quarters.
  • Horan Securities's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $87.9K in Q2 2023.
  • 62 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.