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Lake Street Advisors Group’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$24.9M Buy
626,295
+263
+0% +$10.9K 1.15% 21
2024
Q3 		$27.4M Hold
626,032
– – 1.26% 20
2024
Q2 		$25.5M Sell
626,032
-143,271
-19% -$5.88M 1.23% 21
2024
Q1 		$32M Hold
769,303
– – 1.5% 21
2023
Q4 		$30M Sell
769,303
-908
-0.1% -$33.1K 1.51% 20
2023
Q3 		$27.3M Hold
770,211
– – 1.62% 19
2023
Q2 		$29M Sell
770,211
-21
-0% -$789 1.6% 20
2023
Q1 		$28.5M Sell
770,232
-53,330
-6% -$1.93M 1.76% 19
2022
Q4 		$28M Buy
823,562
+3,512
+0.4% +$114K 1.84% 17
2022
Q3 		$24M Sell
820,050
-118,560
-13% -$3.87M 1.74% 18
2022
Q2 		$30.7M Buy
938,610
+246,894
+36% +$8.75M 2.19% 14
2022
Q1 		$26.6M Buy
691,716
+35,740
+5% +$1.41M 1.69% 16
2021
Q4 		$27.5M Buy
655,976
+5,076
+0.8% +$213K 1.74% 16
2021
Q3 		$26.9M Buy
650,900
+58,658
+10% +$2.49M 2.88% 8
2021
Q2 		$25.5M Buy
592,242
+67,008
+13% +$2.82M 1.88% 13
2021
Q1 		$21.1M Sell
525,234
-66,740
-11% -$2.66M 1.71% 14
2020
Q4 		$23.1M Buy
591,974
+2,322
+0.4% +$84.8K 1.91% 13
2020
Q3 		$20.2M Sell
589,652
-3,146
-0.5% -$107K 1.9% 13
2020
Q2 		$19.2M Buy
592,798
+364,934
+160% +$11.1M 1.95% 13
2020
Q1 		$6.38M Buy
227,864
+86,586
+61% +$2.88M 0.79% 27
2019
Q4 		$5.12M Sell
141,278
-1,554
-1% -$54.7K 0.5% 30
2019
Q3 		$4.84M Buy
+142,832
New +$4.77M 0.53% 28
2019
Q2 		– Sell
-13,142
Closed -$436K – 236
2019
Q1 		$436K Buy
13,142
+1,372
+12% +$44.3K 0.05% 116
2018
Q4 		$355K Buy
11,770
+610
+5% +$19.6K 0.04% 122
2018
Q3 		$392K Buy
11,160
+1,124
+11% +$39.3K 0.04% 117
2018
Q2 		$347K Buy
10,036
+1,514
+18% +$54.5K 0.03% 203
2018
Q1 		$308K Hold
8,522
– – 0.03% 191
2017
Q4 		$310K Buy
+8,522
New +$307K 0.04% 213

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
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Lake Street Advisors Group's EFAX Position: Q4 2024 in Review

Lake Street Advisors Group increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 0.04% in Q4 2024, buying an estimated $10.9K and bringing the position to 626,295 shares worth $24.9M. The position accounts for 1.15% of the portfolio, ranked #21.

Lake Street Advisors Group first reported a position in EFAX in Q4 2017 and has held it in 28 quarters since. The position peaked at $32M in Q1 2024. 76 funds tracked by Wall St. Rank hold EFAX as of Q4 2024.

  • Lake Street Advisors Group held 626,295 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $24.9M as of Q4 2024.
  • Lake Street Advisors Group bought 263 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2024, an estimated $10.9K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 1.15% of Lake Street Advisors Group's portfolio in Q4 2024, its #21 holding.
  • Lake Street Advisors Group first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2017 and has held it in 28 quarters since.
  • Lake Street Advisors Group's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $32M in Q1 2024.
  • 76 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.