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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
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 $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

Leith Wheeler Investment Counsel's EFAX Position: Q1 2026 in Review

Leith Wheeler Investment Counsel sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q1 2026, closing a stake of 219,527 shares — an estimated $11.1M sold.

Leith Wheeler Investment Counsel first reported a position in EFAX in Q3 2020 and held it in 22 quarters. The position peaked at $11.1M in Q4 2025. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

  • Leith Wheeler Investment Counsel reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q1 2026 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 219,527 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $11.1M.
  • Leith Wheeler Investment Counsel first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q3 2020 and held it in 22 quarters.
  • Leith Wheeler Investment Counsel's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $11.1M 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 Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.