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

Operose 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	$519K	Buy	9,587 +144	+2%	+$7.64K	0.1%	100
2026 Q1	$470K	Hold	9,443	–	–	0.11%	89
2025 Q4	$477K	Buy	9,443 +1,779	+23%	+$88.5K	0.11%	90
2025 Q3	$378K	Hold	7,664	–	–	0.09%	97
2025 Q2	$363K	Buy	7,664 +124	+2%	+$5.58K	0.1%	89
2025 Q1	$324K	Buy	7,540 +3,238	+75%	+$138K	0.11%	96
2024 Q4	$171K	Buy	4,302 +45	+1%	+$1.87K	0.06%	130
2024 Q3	$186K	Hold	4,257	–	–	0.06%	149
2024 Q2	$174K	Sell	4,257 -1,814	-30%	-$74.4K	0.06%	148
2024 Q1	$252K	Buy	6,071 +1,289	+27%	+$51.4K	0.09%	135
2023 Q4	$187K	Buy	4,782 +764	+19%	+$27.8K	0.07%	118
2023 Q3	$143K	Buy	4,018 +3,334	+487%	+$124K	0.06%	175
2023 Q2	$25.8K	Buy	+684	New	+$25.7K	0.01%	211

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

Operose Advisors's EFAX Position: Q2 2026 in Review

Operose Advisors increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 1.5% in Q2 2026, buying an estimated $7.64K and bringing the position to 9,587 shares worth $519K. The position accounts for 0.1% of the portfolio, ranked #100.

Operose Advisors first reported a position in EFAX in Q2 2023 and has held it in 13 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Operose Advisors held 9,587 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $519K as of Q2 2026.
Operose Advisors bought 144 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $7.64K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.1% of Operose Advisors's portfolio in Q2 2026, its #100 holding.
Operose Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2023 and has held it in 13 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 Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.