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 Q2	$3.31M	Sell	61,234 -12,170	-17%	-$645K	﹤0.01%	1225
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 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

Mariner's EFAX Position: Q2 2026 in Review

Mariner reduced its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 17% in Q2 2026, selling an estimated $645K and leaving 61,234 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Mariner first reported a position in EFAX in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.65M in Q1 2026. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Mariner held 61,234 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $3.31M as of Q2 2026.
Mariner sold 12,170 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $645K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1225 holding.
Mariner first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q3 2022 and has held it in 16 quarters since.
Mariner's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $3.65M in Q1 2026.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.