Lido Advisors
EFAX icon

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

Lido Advisors’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 		– Sell
-4,774
Closed -$209K – 1523
2024
Q3 		$209K Buy
+4,774
New +$201K ﹤0.01% 1320

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 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 $4.94B AUM 25.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Lido Advisors's EFAX Position: Q4 2024 in Review

Lido Advisors sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2024, closing a stake of 4,774 shares — an estimated $209K sold.

Lido Advisors first reported a position in EFAX in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 76 funds tracked by Wall St. Rank hold EFAX as of Q4 2024.

  • Lido Advisors reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 4,774 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2024, an estimated $209K.
  • Lido Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q3 2024 and held it in 1 quarter.
  • Lido Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $209K in Q3 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 Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.