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

Horst & Graben 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
2023
Q3 		– Sell
-5,562
Closed -$209K – 140
2023
Q2 		$209K Buy
5,562
+122
+2% +$4.58K 0.05% 123
2023
Q1 		$201K Buy
+5,440
New +$197K 0.05% 126
2022
Q4 		– Sell
-8,876
Closed -$260K – 129
2022
Q3 		$260K Sell
8,876
-276
-3% -$9.01K 0.07% 105
2022
Q2 		$300K Sell
9,152
-36
-0.4% -$1.27K 0.08% 107
2022
Q1 		$353K Sell
9,188
-5,240
-36% -$206K 0.09% 99
2021
Q4 		$605K Buy
14,428
+74
+0.5% +$3.11K 0.15% 71
2021
Q3 		$593K Hold
14,354
– – 0.16% 69
2021
Q2 		$599K Sell
14,354
-200
-1% -$8.41K 0.17% 69
2021
Q1 		$584K Sell
14,554
-468
-3% -$18.7K 0.18% 70
2020
Q4 		$585K Sell
15,022
-340
-2% -$12.4K 0.2% 59
2020
Q3 		$525K Sell
15,362
-7,198
-32% -$246K 0.2% 57
2020
Q2 		$732K Buy
22,560
+150
+0.7% +$4.58K 0.32% 42
2020
Q1 		$628K Buy
+22,410
New +$747K 0.33% 42

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

Horst & Graben Wealth Management's EFAX Position: Q3 2023 in Review

Horst & Graben Wealth Management sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q3 2023, closing a stake of 5,562 shares — an estimated $209K sold.

Horst & Graben Wealth Management first reported a position in EFAX in Q1 2020 and held it in 13 quarters. The position peaked at $732K in Q2 2020. 62 funds tracked by Wall St. Rank hold EFAX as of Q3 2023.

  • Horst & Graben Wealth Management reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q3 2023 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 5,562 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2023, an estimated $209K.
  • Horst & Graben Wealth Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2020 and held it in 13 quarters.
  • Horst & Graben Wealth Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $732K in Q2 2020.
  • 62 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.