Northwestern Mutual Wealth Management’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Northwestern Mutual Wealth 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
2026 Q1	$83.1K	Buy	1,671 +3	+0.2%	+$156	﹤0.01%	2248
2025 Q4	$84.2K	Buy	1,668 +6	+0.4%	+$298	﹤0.01%	2209
2025 Q3	$82K	Hold	1,662	–	–	﹤0.01%	2131
2025 Q2	$78.7K	Buy	1,662 +992	+148%	+$44.7K	﹤0.01%	2085
2025 Q1	$28.8K	Sell	670 -10	-1%	-$425	﹤0.01%	2370
2024 Q4	$27.1K	Sell	680 -7	-1%	-$291	﹤0.01%	2398
2024 Q3	$30K	Sell	687 -604	-47%	-$25.4K	﹤0.01%	2334
2024 Q2	$52.7K	Buy	1,291 +882	+216%	+$36.2K	﹤0.01%	2077
2024 Q1	$17K	Buy	+409	New	+$16.3K	﹤0.01%	2465
2023 Q3	–	Sell	-5	Closed	-$188	–	3349
2023 Q2	$188	Buy	+5	New	+$188	﹤0.01%	3245

Other funds holding EFAX

Betterment LLC New York $52.8B AUM 15.34% 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 $6.71B AUM 23.99% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management's EFAX Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 0.18% in Q1 2026, buying an estimated $156 and bringing the position to 1,671 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Northwestern Mutual Wealth Management first reported a position in EFAX in Q2 2023 and has held it in 10 quarters since. The position peaked at $84.2K in Q4 2025. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

Northwestern Mutual Wealth Management held 1,671 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $83.1K as of Q1 2026.
Northwestern Mutual Wealth Management bought 3 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $156.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2248 holding.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2023 and has held it in 10 quarters since.
Northwestern Mutual Wealth Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $84.2K in Q4 2025.
89 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.