Insight Advisors
EFAX icon

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

Insight 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
Q3 		$460K Buy
8,596
+511
+6% +$28K 0.08% 144
2026
Q2 		$438K Buy
8,085
+524
+7% +$27.8K 0.08% 157
2026
Q1 		$376K Buy
7,561
+105
+1% +$5.46K 0.07% 162
2025
Q4 		$376K Sell
7,456
-251
-3% -$12.5K 0.06% 189
2025
Q3 		$380K Sell
7,707
-420
-5% -$20.2K 0.06% 186
2025
Q2 		$385K Sell
8,127
-1
-0% -$45 0.06% 184
2025
Q1 		$349K Buy
8,128
+1,579
+24% +$67.1K 0.06% 190
2024
Q4 		$262K Sell
6,549
-83
-1% -$3.45K 0.04% 252
2024
Q3 		$290K Buy
6,632
+274
+4% +$11.5K 0.05% 234
2024
Q2 		$259K Buy
6,358
+147
+2% +$6.03K 0.05% 250
2024
Q1 		$258K Sell
6,211
-642
-9% -$25.6K 0.05% 250
2023
Q4 		$267K Buy
6,853
+10
+0.1% +$364 0.06% 229
2023
Q3 		$243K Sell
6,843
-3
-0% -$111 0.06% 238
2023
Q2 		$258K Sell
6,846
-114
-2% -$4.28K 0.06% 237
2023
Q1 		$258K Sell
6,960
-162
-2% -$5.87K 0.06% 250
2022
Q4 		$244K Buy
+7,122
New +$232K 0.09% 273
2022
Q3 		– Sell
-6,652
Closed -$229K – 293
2022
Q2 		$229K Buy
6,652
+98
+1% +$3.47K 0.08% 268
2022
Q1 		$252K Sell
6,554
-1,176
-15% -$46.3K 0.08% 274
2021
Q4 		$324K Buy
+7,730
New +$325K 0.1% 238
2021
Q3 		– Sell
-9,046
Closed -$383K – 317
2021
Q2 		$383K Sell
9,046
-1,248
-12% -$52.5K 0.12% 206
2021
Q1 		$426K Buy
10,294
+728
+8% +$29.1K 0.13% 197
2020
Q4 		$373K Buy
+9,566
New +$349K 0.14% 178

Other funds holding EFAX

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Boyd Wealth Management
Boyd Wealth Management Sacramento, California $286M AUM 10.8% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
JWBC
J.W. Burns & Co Dewitt, New York $998M AUM 21.5% 1-Year Est. Return

Insight Advisors's EFAX Position: Q3 2026 in Review

Insight Advisors increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 6.3% in Q3 2026, buying an estimated $28K and bringing the position to 8,596 shares worth $460K. The position accounts for 0.08% of the portfolio, ranked #144.

Insight Advisors first reported a position in EFAX in Q4 2020 and has held it in 22 quarters since. 19 funds tracked by Wall St. Rank hold EFAX as of Q3 2026.

  • Insight Advisors held 8,596 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $460K as of Q3 2026.
  • Insight Advisors bought 511 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2026, an estimated $28K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.08% of Insight Advisors's portfolio in Q3 2026, its #144 holding.
  • Insight Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2020 and has held it in 22 quarters since.
  • 19 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.