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 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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return

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's EFAX Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 2.2% in Q2 2026, buying an estimated $139K and bringing the position to 122,389 shares worth $6.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

LPL Financial first reported a position in EFAX in Q1 2018 and has held it in 25 quarters since. The position peaked at $6.95M in Q3 2024. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

LPL Financial held 122,389 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $6.62M as of Q2 2026.
LPL Financial bought 2,615 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $139K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2535 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 25 quarters since.
LPL Financial's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $6.95M in Q3 2024.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.