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

Merit Financial Group’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
2022
Q3 		– Sell
-6,362
Closed -$208K – 596
2022
Q2 		$208K Hold
6,362
– – 0.01% 511
2022
Q1 		$245K Buy
+6,362
New +$250K 0.01% 333

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Merit Financial Group's EFAX Position: Q3 2022 in Review

Merit Financial Group sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q3 2022, closing a stake of 6,362 shares — an estimated $208K sold.

Merit Financial Group first reported a position in EFAX in Q1 2022 and held it in 2 quarters. The position peaked at $245K in Q1 2022. 58 funds tracked by Wall St. Rank hold EFAX as of Q3 2022.

  • Merit Financial Group reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q3 2022 after selling out during the quarter.
  • Merit Financial Group sold 6,362 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2022, an estimated $208K.
  • Merit Financial Group first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2022 and held it in 2 quarters.
  • Merit Financial Group's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $245K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2022.

Based on Merit Financial Group's 13F filing for Q3 2022, filed 31 Oct 2022.