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J.W. Burns & Co’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

J.W. Burns & Co’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 		$246K Hold
4,550
– – 0.03% 175
2026
Q1 		$226K Buy
+4,550
New +$237K 0.03% 173

Other funds holding EFAX

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

J.W. Burns & Co's EFAX Position: Q2 2026 in Review

J.W. Burns & Co held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q2 2026 at 4,550 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #175.

J.W. Burns & Co first reported a position in EFAX in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • J.W. Burns & Co held 4,550 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $246K as of Q2 2026.
  • J.W. Burns & Co left its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.03% of J.W. Burns & Co's portfolio in Q2 2026, its #175 holding.
  • J.W. Burns & Co first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.