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Kestra Advisory Services’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,966
Closed -$99.2K – 3458
2025
Q4 		$99.2K Buy
+1,966
New +$97.7K ﹤0.01% 3429

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $6.71B AUM 23.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Advisory Services's EFAX Position: Q1 2026 in Review

Kestra Advisory Services sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q1 2026, closing a stake of 1,966 shares — an estimated $99.2K sold.

Kestra Advisory Services first reported a position in EFAX in Q4 2025 and held it in 1 quarter. The position peaked at $99.2K in Q4 2025. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

  • Kestra Advisory Services reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,966 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $99.2K.
  • Kestra Advisory Services first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $99.2K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.