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 Q2	$98.6K	Buy	1,821 +150	+9%	+$7.96K	﹤0.01%	2280
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 $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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Northwestern Mutual Wealth Management's EFAX Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 9% in Q2 2026, buying an estimated $7.96K and bringing the position to 1,821 shares worth $98.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Northwestern Mutual Wealth Management first reported a position in EFAX in Q2 2023 and has held it in 11 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Northwestern Mutual Wealth Management held 1,821 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $98.6K as of Q2 2026.
Northwestern Mutual Wealth Management bought 150 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $7.96K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2280 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 11 quarters since.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.