LWIC
EFAX icon

Leith Wheeler Investment Counsel’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Leith Wheeler Investment Counsel’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 		$12.2M Buy
+225,900
New +$12M 0.93% 29
2026
Q1 		– Sell
-219,527
Closed -$11.1M – 90
2025
Q4 		$11.1M Buy
219,527
+3,900
+2% +$194K 0.83% 31
2025
Q3 		$10.6M Hold
215,627
– – 0.72% 33
2025
Q2 		$10.2M Buy
215,627
+3,616
+2% +$163K 0.73% 37
2025
Q1 		$9.11M Sell
212,011
-11,417
-5% -$485K 0.63% 40
2024
Q4 		$8.89M Sell
223,428
-3,400
-1% -$141K 0.64% 42
2024
Q3 		$9.92M Hold
226,828
– – 0.7% 38
2024
Q2 		$9.25M Hold
226,828
– – 0.8% 37
2024
Q1 		$9.43M Hold
226,828
– – 0.92% 38
2023
Q4 		$8.85M Sell
226,828
-42,600
-16% -$1.55M 0.97% 36
2023
Q3 		$9.56M Hold
269,428
– – 1.26% 16
2023
Q2 		$10.1M Hold
269,428
– – 1.33% 11
2023
Q1 		$9.98M Sell
269,428
-14,600
-5% -$529K 1.47% 12
2022
Q4 		$9.66M Sell
284,028
-15,140
-5% -$493K 1.45% 13
2022
Q3 		$8.75M Buy
299,168
+42,174
+16% +$1.38M 1.47% 14
2022
Q2 		$10.8M Buy
256,994
+181,000
+238% +$6.41M 1.43% 12
2022
Q1 		$2.92M Buy
75,994
+5,060
+7% +$199K 0.44% 29
2021
Q4 		$2.98M Hold
70,934
– – 0.42% 30
2021
Q3 		$2.93M Hold
70,934
– – 0.44% 31
2021
Q2 		$2.96M Buy
70,934
+4,934
+7% +$207K 0.45% 29
2021
Q1 		$2.65M Hold
66,000
– – 0.44% 29
2020
Q4 		$3.27M Hold
66,000
– – 0.46% 28
2020
Q3 		$2.26M Buy
+66,000
New +$2.25M 0.47% 28

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

Leith Wheeler Investment Counsel's EFAX Position: Q2 2026 in Review

Leith Wheeler Investment Counsel opened a new position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2026: 225,900 shares worth $12.2M. The stake represents 0.93% of the portfolio and ranks #29 among its holdings. This is a return to the name: Leith Wheeler Investment Counsel previously reported a position in EFAX as recently as Q4 2025.

Leith Wheeler Investment Counsel first reported a position in EFAX in Q3 2020 and has held it in 23 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Leith Wheeler Investment Counsel held 225,900 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $12.2M as of Q2 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF was a new Leith Wheeler Investment Counsel position in Q2 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.93% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #29 holding.
  • Leith Wheeler Investment Counsel first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q3 2020 and has held it in 23 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 Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.