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

Key Financial Inc’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	$390K	Hold	7,214	–	–	0.06%	217
2026 Q1	$359K	Hold	7,214	–	–	0.06%	218
2025 Q4	$364K	Hold	7,214	–	–	0.07%	209
2025 Q3	$358K	Hold	7,214	–	–	0.07%	212
2025 Q2	$342K	Hold	7,214	–	–	0.07%	208
2025 Q1	$310K	Hold	7,214	–	–	0.07%	210
2024 Q4	$287K	Hold	7,214	–	–	0.07%	207
2024 Q3	$316K	Buy	7,214 +4,300	+148%	+$181K	0.07%	202
2024 Q2	$119K	Hold	2,914	–	–	0.03%	307
2024 Q1	$121K	Buy	+2,914	New	+$116K	0.03%	284

Other funds holding EFAX

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Key Financial Inc's EFAX Position: Q2 2026 in Review

Key Financial Inc held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q2 2026 at 7,214 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #217.

Key Financial Inc first reported a position in EFAX in Q1 2024 and has held it in 10 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Key Financial Inc held 7,214 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $390K as of Q2 2026.
Key Financial Inc 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 0.06% of Key Financial Inc's portfolio in Q2 2026, its #217 holding.
Key Financial Inc first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2024 and has held it in 10 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 Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.