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

NewEdge 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
2026
Q2 		$659K Sell
12,168
-274
-2% -$14.5K ﹤0.01% 1953
2026
Q1 		$619K Buy
12,442
+388
+3% +$20.2K ﹤0.01% 1817
2025
Q4 		$608K Buy
12,054
+6
+0% +$298 ﹤0.01% 1831
2025
Q3 		$594K Sell
12,048
-2,315
-16% -$111K ﹤0.01% 1714
2025
Q2 		$680K Sell
14,363
-255
-2% -$11.5K ﹤0.01% 1514
2025
Q1 		$628K Buy
14,618
+208
+1% +$8.84K ﹤0.01% 1454
2024
Q4 		$574K Buy
14,410
+1,525
+12% +$63.4K ﹤0.01% 1457
2024
Q3 		$564K Buy
12,885
+143
+1% +$6.01K ﹤0.01% 1406
2024
Q2 		$520K Sell
12,742
-186
-1% -$7.63K ﹤0.01% 1402
2024
Q1 		$538K Buy
12,928
+208
+2% +$8.29K ﹤0.01% 1305
2023
Q4 		$496K Buy
12,720
+3,768
+42% +$137K ﹤0.01% 1284
2023
Q3 		$318K Buy
8,952
+1,345
+18% +$49.8K ﹤0.01% 1396
2023
Q2 		$286K Buy
7,607
+852
+13% +$32K ﹤0.01% 1472
2023
Q1 		$250K Buy
6,755
+31
+0.5% +$1.12K ﹤0.01% 1444
2022
Q4 		$229 Buy
+6,724
New +$219K ﹤0.01% 3289

Other funds holding EFAX

Betterment LLC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Rockefeller Capital Management
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

NewEdge Advisors's EFAX Position: Q2 2026 in Review

NewEdge Advisors reduced its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 2.2% in Q2 2026, selling an estimated $14.5K and leaving 12,168 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

NewEdge Advisors first reported a position in EFAX in Q4 2022 and has held it in 15 quarters since. The position peaked at $680K in Q2 2025. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • NewEdge Advisors held 12,168 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $659K as of Q2 2026.
  • NewEdge Advisors sold 274 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $14.5K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1953 holding.
  • NewEdge Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $680K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.