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N.E.W. Advisory Services’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

N.E.W. Advisory Services’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 		$87.3K Sell
1,614
-218
-12% -$11.6K 0.01% 308
2026
Q1 		$91.2K Buy
1,832
+49
+3% +$2.55K 0.01% 295
2025
Q4 		$90K Buy
1,783
+2
+0.1% +$99 0.01% 292
2025
Q3 		$87.8K Sell
1,781
-52
-3% -$2.5K 0.01% 260
2025
Q2 		$86.8K Buy
1,833
+21
+1% +$945 0.01% 257
2025
Q1 		$77.8K Buy
+1,812
New +$77K 0.01% 307

Other funds holding EFAX

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
B
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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

N.E.W. Advisory Services's EFAX Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 12% in Q2 2026, selling an estimated $11.6K and leaving 1,614 shares worth $87.3K. The position accounts for 0.01% of the portfolio, ranked #308.

N.E.W. Advisory Services first reported a position in EFAX in Q1 2025 and has held it in 6 quarters since. The position peaked at $91.2K in Q1 2026. 64 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • N.E.W. Advisory Services held 1,614 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $87.3K as of Q2 2026.
  • N.E.W. Advisory Services sold 218 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $11.6K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #308 holding.
  • N.E.W. Advisory Services first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $91.2K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.