Institute for Wealth Management’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
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|
2025
Q1 | $2.38M | Sell |
|
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|
2024
Q4 | $2.26M | Buy |
|
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|
2024
Q3 | $2.23M | Buy |
|
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|
2024
Q2 | $1.93M | Buy |
|
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|
2024
Q1 | $1.86M | Buy |
|
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|
2023
Q4 | $1.71M | Sell |
|
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|
2023
Q3 | $1.58M | Buy |
|
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|
2023
Q2 | $1.5M | Buy |
|
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|
2023
Q1 | $1.43M | Buy |
|
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|
2022
Q4 | $1.3M | Sell |
|
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|
2022
Q3 | $1.22M | Buy |
|
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|
2022
Q2 | $1.27M | Buy |
|
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|
2022
Q1 | $1.48M | Buy |
|
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|
2021
Q4 | $1.53M | Buy |
|
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|
2021
Q3 | $1.3M | Buy |
|
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|
2021
Q2 | $1.17M | Buy |
|
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|
2021
Q1 | $1.08M | Buy |
|
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $641K | Buy |
|
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|
2020
Q2 | $239K | Buy |
|