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

LPL Financial’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
Q3 		$7.13M Buy
133,116
+10,727
+9% +$588K ﹤0.01% 2501
2026
Q2 		$6.62M Buy
122,389
+2,615
+2% +$139K ﹤0.01% 2535
2026
Q1 		$5.96M Sell
119,774
-30
-0% -$1.56K ﹤0.01% 2467
2025
Q4 		$6.05M Buy
119,804
+613
+0.5% +$30.5K ﹤0.01% 2374
2025
Q3 		$5.88M Sell
119,191
-12,973
-10% -$623K ﹤0.01% 2326
2025
Q2 		$6.26M Sell
132,164
-16,110
-11% -$725K ﹤0.01% 2134
2025
Q1 		$6.37M Sell
148,274
-11,568
-7% -$492K ﹤0.01% 1953
2024
Q4 		$6.36M Buy
159,842
+871
+0.5% +$36.2K ﹤0.01% 1876
2024
Q3 		$6.95M Buy
158,971
+1,889
+1% +$79.4K ﹤0.01% 1731
2024
Q2 		$6.41M Sell
157,082
-6,138
-4% -$252K ﹤0.01% 1674
2024
Q1 		$6.79M Buy
163,220
+13,874
+9% +$553K ﹤0.01% 1576
2023
Q4 		$5.83M Sell
149,346
-4,408
-3% -$161K ﹤0.01% 1584
2023
Q3 		$5.45M Buy
153,754
+22,087
+17% +$818K ﹤0.01% 1553
2023
Q2 		$4.96M Buy
131,667
+7,483
+6% +$281K ﹤0.01% 1569
2023
Q1 		$4.6M Buy
124,184
+10,060
+9% +$365K ﹤0.01% 1572
2022
Q4 		$3.88M Sell
114,124
-2,636
-2% -$85.8K ﹤0.01% 1618
2022
Q3 		$3.42M Sell
116,760
-22,408
-16% -$731K ﹤0.01% 1628
2022
Q2 		$4.56M Buy
139,168
+7,200
+5% +$255K ﹤0.01% 1471
2022
Q1 		$5.08M Buy
131,968
+37,394
+40% +$1.47M ﹤0.01% 1428
2021
Q4 		$3.97M Buy
94,574
+256
+0.3% +$10.8K ﹤0.01% 1605
2021
Q3 		$3.9M Buy
94,318
+64,922
+221% +$2.76M ﹤0.01% 1554
2021
Q2 		$1.23M Buy
29,396
+10,810
+58% +$454K ﹤0.01% 2399
2021
Q1 		$746K Buy
18,586
+11,366
+157% +$454K ﹤0.01% 2671
2020
Q4 		$281K Buy
7,220
+450
+7% +$16.4K ﹤0.01% 3256
2020
Q3 		$232K Buy
+6,770
New +$231K ﹤0.01% 3097
2018
Q2 		– Sell
-6,204
Closed -$224K – 3230
2018
Q1 		$224K Buy
+6,204
New +$229K ﹤0.01% 2866

Other funds holding EFAX

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $499M AUM 15.41% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Xponance
Xponance Philadelphia, Pennsylvania $17.2B AUM 36.34% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
GGM Financials
GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return

LPL Financial's EFAX Position: Q3 2026 in Review

LPL Financial increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 8.8% in Q3 2026, buying an estimated $588K and bringing the position to 133,116 shares worth $7.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

LPL Financial first reported a position in EFAX in Q1 2018 and has held it in 26 quarters since. 40 funds tracked by Wall St. Rank hold EFAX as of Q3 2026.

  • LPL Financial held 133,116 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $7.13M as of Q3 2026.
  • LPL Financial bought 10,727 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2026, an estimated $588K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2501 holding.
  • LPL Financial first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2018 and has held it in 26 quarters since.
  • 40 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.