JP Morgan Private Wealth Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$1.08M	Buy	30,418 +3,047	+11%	+$113K	﹤0.01%	948
2023 Q2	$1.03M	Sell	27,371 -1,363	-5%	-$51.2K	0.01%	752
2023 Q1	$1.06M	Buy	28,734 +10	+0%	+$362	﹤0.01%	1135
2022 Q4	$977K	Buy	28,724 +6,182	+27%	+$201K	﹤0.01%	1159
2022 Q3	$659K	Buy	22,542 +13,076	+138%	+$427K	﹤0.01%	1340
2022 Q2	$310K	Buy	9,466 +448	+5%	+$15.9K	﹤0.01%	1632
2022 Q1	$347K	Buy	9,018 +352	+4%	+$13.9K	﹤0.01%	1690
2021 Q4	$364K	Buy	8,666 +2,870	+50%	+$121K	﹤0.01%	1667
2021 Q3	$240K	Buy	+5,796	New	+$246K	﹤0.01%	1781

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

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's EFAX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 11% in Q3 2023, buying an estimated $113K and bringing the position to 30,418 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #948.

JP Morgan Private Wealth Advisors first reported a position in EFAX in Q3 2021 and has held it in 9 quarters since. 62 funds tracked by Wall St. Rank hold EFAX as of Q3 2023.

JP Morgan Private Wealth Advisors held 30,418 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $1.08M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 3,047 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2023, an estimated $113K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #948 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q3 2021 and has held it in 9 quarters since.
62 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.