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

Miller Investment Management’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 Q4	–	Sell	-9,890	Closed	-$289K	–	97
2022 Q3	$289K	Hold	9,890	–	–	0.06%	82
2022 Q2	$324K	Hold	9,890	–	–	0.07%	80
2022 Q1	$380K	Hold	9,890	–	–	0.06%	76
2021 Q4	$415K	Hold	9,890	–	–	0.06%	76
2021 Q3	$409K	Hold	9,890	–	–	0.07%	71
2021 Q2	$413K	Hold	9,890	–	–	0.07%	64
2021 Q1	$397K	Buy	+9,890	New	+$395K	0.07%	63

Other funds holding EFAX

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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 $1.21B AUM 12.04% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Miller Investment Management's EFAX Position: Q4 2022 in Review

Miller Investment Management sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2022, closing a stake of 9,890 shares — an estimated $289K sold.

Miller Investment Management first reported a position in EFAX in Q1 2021 and held it in 7 quarters. The position peaked at $415K in Q4 2021. 60 funds tracked by Wall St. Rank hold EFAX as of Q4 2022.

Miller Investment Management reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2022 after selling out during the quarter.
Miller Investment Management sold 9,890 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2022, an estimated $289K.
Miller Investment Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2021 and held it in 7 quarters.
Miller Investment Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $415K in Q4 2021.
60 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2022.

Based on Miller Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.