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

IFP 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
2023 Q1	–	Sell	-200	Closed	-$7K	–	3664
2022 Q4	$7K	Hold	200	–	–	﹤0.01%	3596
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	3845
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	3596
2022 Q1	$7K	Buy	+200	New	+$7.87K	﹤0.01%	3596
2017 Q4	–	Sell	-104	Closed	-$4K	–	3873
2017 Q3	$4K	Hold	104	–	–	﹤0.01%	3494
2017 Q2	$4K	Buy	+104	New	+$3.54K	﹤0.01%	3493

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 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 $6.71B AUM 23.99% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

IFP Advisors's EFAX Position: Q1 2023 in Review

IFP Advisors sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q1 2023, closing a stake of 200 shares — an estimated $7K sold.

IFP Advisors first reported a position in EFAX in Q2 2017 and held it in 6 quarters. The position peaked at $7K in Q4 2022. 65 funds tracked by Wall St. Rank hold EFAX as of Q1 2023.

IFP Advisors reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 200 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2023, an estimated $7K.
IFP Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2017 and held it in 6 quarters.
IFP Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $7K in Q4 2022.
65 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.