IFWM
Institute for Wealth Management’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
55,128
-307
| -0.6% | -$14.5K | 0.29% | 72 |
|
|
2025
Q1 | $2.38M | Sell |
55,435
-1,215
| -2% | -$52.2K | 0.31% | 76 |
|
|
2024
Q4 | $2.26M | Buy |
56,650
+5,657
| +11% | +$225K | 0.28% | 74 |
|
|
2024
Q3 | $2.23M | Buy |
50,993
+3,767
| +8% | +$165K | 0.28% | 80 |
|
|
2024
Q2 | $1.93M | Buy |
47,226
+2,389
| +5% | +$97.4K | 0.26% | 83 |
|
|
2024
Q1 | $1.86M | Buy |
44,837
+1,088
| +2% | +$45.2K | 0.24% | 89 |
|
|
2023
Q4 | $1.71M | Sell |
43,749
-859
| -2% | -$33.5K | 0.28% | 85 |
|
|
2023
Q3 | $1.58M | Buy |
44,608
+4,761
| +12% | +$169K | 0.29% | 81 |
|
|
2023
Q2 | $1.5M | Buy |
39,847
+1,219
| +3% | +$45.9K | 0.25% | 92 |
|
|
2023
Q1 | $1.43M | Buy |
38,628
+19,576
| +103% | +$725K | 0.27% | 93 |
|
|
2022
Q4 | $1.3M | Sell |
19,052
-1,741
| -8% | -$118K | 0.27% | 97 |
|
|
2022
Q3 | $1.22M | Buy |
20,793
+1,369
| +7% | +$80.1K | 0.27% | 99 |
|
|
2022
Q2 | $1.27M | Buy |
19,424
+210
| +1% | +$13.8K | 0.25% | 102 |
|
|
2022
Q1 | $1.48M | Buy |
19,214
+983
| +5% | +$75.6K | 0.24% | 108 |
|
|
2021
Q4 | $1.53M | Buy |
18,231
+2,478
| +16% | +$208K | 0.25% | 106 |
|
|
2021
Q3 | $1.3M | Buy |
15,753
+1,761
| +13% | +$146K | 0.23% | 110 |
|
|
2021
Q2 | $1.17M | Buy |
13,992
+569
| +4% | +$47.5K | 0.21% | 123 |
|
|
2021
Q1 | $1.08M | Buy |
13,423
+570
| +4% | +$45.8K | 0.21% | 129 |
|
|
2020
Q4 | $1M | Buy |
12,853
+3,479
| +37% | +$271K | 0.2% | 126 |
|
|
2020
Q3 | $641K | Buy |
9,374
+5,685
| +154% | +$389K | 0.15% | 179 |
|
|
2020
Q2 | $239K | Buy |
+3,689
| New | +$239K | 0.06% | 363 |
|