Mariner
EFAX icon

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

Mariner’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 		$3.65M Buy
73,404
+14,181
+24% +$737K ﹤0.01% 1189
2025
Q4 		$2.99M Buy
59,223
+44,881
+313% +$2.23M ﹤0.01% 1278
2025
Q3 		$707K Sell
14,342
-2,267
-14% -$109K ﹤0.01% 2158
2025
Q2 		$787K Buy
16,609
+3,666
+28% +$165K ﹤0.01% 1980
2025
Q1 		$556K Sell
12,943
-84
-0.6% -$3.57K ﹤0.01% 2126
2024
Q4 		$519K Hold
13,027
– – ﹤0.01% 2170
2024
Q3 		$570K Sell
13,027
-2,632
-17% -$111K ﹤0.01% 2020
2024
Q2 		$639K Sell
15,659
-5,424
-26% -$222K ﹤0.01% 1872
2024
Q1 		$877K Buy
21,083
+4,707
+29% +$188K ﹤0.01% 1600
2023
Q4 		$639K Sell
16,376
-6,652
-29% -$242K ﹤0.01% 1777
2023
Q3 		$817K Sell
23,028
-8,318
-27% -$308K ﹤0.01% 1438
2023
Q2 		$1.18M Buy
31,346
+12,998
+71% +$488K ﹤0.01% 1207
2023
Q1 		$680K Hold
18,348
– – ﹤0.01% 1504
2022
Q4 		$624K Hold
18,348
– – ﹤0.01% 1515
2022
Q3 		$537K Buy
+18,348
New +$599K ﹤0.01% 1377

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 $1.27B AUM 21.99% 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 $70.5B 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 $376B AUM 19.32% 1-Year Est. Return