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

Ironwood Financial’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
2021 Q4	–	Sell	-42	Closed	-$2K	–	234
2021 Q3	$2K	Hold	42	–	–	﹤0.01%	499
2021 Q2	$2K	Hold	42	–	–	﹤0.01%	497
2021 Q1	$2K	Hold	42	–	–	﹤0.01%	478
2020 Q4	$2K	Hold	42	–	–	﹤0.01%	433
2020 Q3	$1K	Hold	42	–	–	﹤0.01%	409
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	384
2020 Q1	$1K	Hold	42	–	–	﹤0.01%	334
2019 Q4	$2K	Hold	42	–	–	﹤0.01%	345
2019 Q3	$1K	Hold	42	–	–	﹤0.01%	366
2019 Q2	$1K	Hold	42	–	–	﹤0.01%	364
2019 Q1	$1K	Hold	42	–	–	﹤0.01%	358
2018 Q4	$1K	Hold	42	–	–	﹤0.01%	353
2018 Q3	$1K	Hold	42	–	–	﹤0.01%	348
2018 Q2	$1K	Hold	42	–	–	﹤0.01%	270
2018 Q1	$2K	Buy	+42	New	+$1.55K	﹤0.01%	229

Other funds holding EFAX

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

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Fulcrum Capital Seattle, Washington $461M AUM 17.82% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ironwood Financial's EFAX Position: Q4 2021 in Review

Ironwood Financial sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2021, closing a stake of 42 shares — an estimated $2K sold.

Ironwood Financial first reported a position in EFAX in Q1 2018 and held it in 15 quarters. The position peaked at $2K in Q3 2021. 62 funds tracked by Wall St. Rank hold EFAX as of Q4 2021.

Ironwood Financial reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 42 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2021, an estimated $2K.
Ironwood Financial first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2018 and held it in 15 quarters.
Ironwood Financial's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $2K in Q3 2021.
62 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.