Moneta Group Investment Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Moneta Group Investment Advisors’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
2021 Q4	–	Sell	-5,154	Closed	-$213K	–	481
2021 Q3	$213K	Sell	5,154 -18	-0.3%	-$765	0.01%	424
2021 Q2	$216K	Buy	5,172 +14	+0.3%	+$589	0.01%	423
2021 Q1	$207K	Sell	5,158 -2	-0%	-$80	0.01%	400
2020 Q4	$201K	Buy	+5,160	New	+$188K	0.01%	303

Other funds holding EFAX

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

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Fulcrum Capital Seattle, Washington $461M AUM 17.82% 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 $3.16B AUM 19.52% 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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

FLPIM

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

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

Moneta Group Investment Advisors's EFAX Position: Q4 2021 in Review

Moneta Group Investment Advisors sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2021, closing a stake of 5,154 shares — an estimated $213K sold.

Moneta Group Investment Advisors first reported a position in EFAX in Q4 2020 and held it in 4 quarters. The position peaked at $216K in Q2 2021. 62 funds tracked by Wall St. Rank hold EFAX as of Q4 2021.

Moneta Group Investment Advisors reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2021 after selling out during the quarter.
Moneta Group Investment Advisors sold 5,154 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2021, an estimated $213K.
Moneta Group Investment Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2020 and held it in 4 quarters.
Moneta Group Investment Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $216K in Q2 2021.
62 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.