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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
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

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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 $70.8B 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 $377B AUM 19.32% 1-Year Est. Return

Insight Advisors's EFAX Position: Q1 2026 in Review

Insight Advisors increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 1.4% in Q1 2026, buying an estimated $5.46K and bringing the position to 7,561 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #162.

Insight Advisors first reported a position in EFAX in Q4 2020 and has held it in 20 quarters since. The position peaked at $426K in Q1 2021. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

  • Insight Advisors held 7,561 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $376K as of Q1 2026.
  • Insight Advisors bought 105 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $5.46K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.07% of Insight Advisors's portfolio in Q1 2026, its #162 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 20 quarters since.
  • Insight Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $426K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.