Institute for Wealth Management’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Institute for 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
2026 Q2	$83K	Buy	+1,533	New	+$81.3K	0.01%	736
2025 Q4	–	Sell	-55,005	Closed	-$2.71M	–	555
2025 Q3	$2.71M	Sell	55,005 -123	-0.2%	-$5.9K	0.28%	72
2025 Q2	$2.61M	Sell	55,128 -307	-0.6%	-$13.8K	0.29%	72
2025 Q1	$2.38M	Sell	55,435 -1,215	-2%	-$51.6K	0.31%	76
2024 Q4	$2.26M	Buy	56,650 +5,657	+11%	+$235K	0.28%	74
2024 Q3	$2.23M	Buy	50,993 +3,767	+8%	+$158K	0.28%	80
2024 Q2	$1.93M	Buy	47,226 +2,389	+5%	+$98K	0.26%	83
2024 Q1	$1.86M	Buy	44,837 +1,088	+2%	+$43.4K	0.24%	90
2023 Q4	$1.71M	Sell	43,749 -859	-2%	-$31.3K	0.28%	85
2023 Q3	$1.58M	Buy	44,608 +4,761	+12%	+$176K	0.29%	83
2023 Q2	$1.5M	Buy	39,847 +1,219	+3%	+$45.8K	0.25%	98
2023 Q1	$1.43M	Buy	38,628 +524	+1%	+$19K	0.27%	96
2022 Q4	$1.3M	Sell	38,104 -3,482	-8%	-$113K	0.27%	99
2022 Q3	$1.22M	Buy	41,586 +2,738	+7%	+$89.3K	0.27%	99
2022 Q2	$1.27M	Buy	38,848 +420	+1%	+$14.9K	0.25%	103
2022 Q1	$1.48M	Buy	38,428 +1,966	+5%	+$77.4K	0.24%	110
2021 Q4	$1.53M	Buy	36,462 +4,956	+16%	+$208K	0.25%	106
2021 Q3	$1.3M	Buy	31,506 +3,522	+13%	+$150K	0.23%	110
2021 Q2	$1.17M	Buy	27,984 +1,138	+4%	+$47.8K	0.21%	123
2021 Q1	$1.08M	Buy	26,846 +1,140	+4%	+$45.5K	0.21%	131
2020 Q4	$1M	Buy	25,706 +6,958	+37%	+$254K	0.2%	127
2020 Q3	$641K	Buy	18,748 +11,370	+154%	+$388K	0.15%	181
2020 Q2	$239K	Buy	+7,378	New	+$225K	0.06%	363

Other funds holding EFAX

Betterment LLC New York $59.1B AUM 18.41% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Institute for Wealth Management's EFAX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2026: 1,533 shares worth $83K. The stake represents 0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EFAX as recently as Q3 2025.

Institute for Wealth Management first reported a position in EFAX in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.71M in Q3 2025. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Institute for Wealth Management held 1,533 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $83K as of Q2 2026.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #736 holding.
Institute for Wealth Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2020 and has held it in 23 quarters since.
Institute for Wealth Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $2.71M in Q3 2025.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.