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

MASECO Private Wealth’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	$665K	Hold	12,275	–	–	0.02%	76
2026 Q1	$611K	Buy	+12,275	New	+$638K	0.02%	73
2025 Q3	–	Sell	-12,659	Closed	-$599K	–	345
2025 Q2	$599K	Buy	+12,659	New	+$570K	0.02%	71

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

MASECO Private Wealth's EFAX Position: Q2 2026 in Review

MASECO Private Wealth held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q2 2026 at 12,275 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #76.

MASECO Private Wealth first reported a position in EFAX in Q2 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

MASECO Private Wealth held 12,275 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $665K as of Q2 2026.
MASECO Private Wealth left its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.02% of MASECO Private Wealth's portfolio in Q2 2026, its #76 holding.
MASECO Private Wealth first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2025 and has held it in 3 quarters since.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.