Oxford Financial Group’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$973K	Hold	19,542	–	–	0.05%	102
2025 Q4	$986K	Buy	19,542 +552	+3%	+$27.4K	0.05%	92
2025 Q3	$936K	Buy	18,990 +46	+0.2%	+$2.21K	0.05%	98
2025 Q2	$897K	Sell	18,944 -6	-0%	-$270	0.05%	89
2025 Q1	$814K	Sell	18,950 -32	-0.2%	-$1.36K	0.06%	93
2024 Q4	$756K	Buy	18,982 +1,483	+8%	+$61.6K	0.05%	109
2024 Q3	$765K	Sell	17,499 -293	-2%	-$12.3K	0.05%	102
2024 Q2	$726K	Sell	17,792 -493	-3%	-$20.2K	0.05%	114
2024 Q1	$760K	Buy	18,285 +1,757	+11%	+$70K	0.05%	97
2023 Q4	$645K	Buy	16,528 +285	+2%	+$10.4K	0.05%	111
2023 Q3	$576K	Hold	16,243	–	–	0.05%	110
2023 Q2	$612K	Hold	16,243	–	–	0.06%	119
2023 Q1	$602K	Sell	16,243 -41	-0.3%	-$1.49K	0.07%	94
2022 Q4	$554K	Sell	16,284 -15,684	-49%	-$510K	0.06%	101
2022 Q3	$935K	Buy	31,968 +1,742	+6%	+$56.8K	0.14%	64
2022 Q2	$990K	Sell	30,226 -1,118	-4%	-$39.6K	0.15%	64
2022 Q1	$1.21M	Buy	31,344 +202	+0.6%	+$7.95K	0.15%	63
2021 Q4	$1.31M	Buy	31,142 +3,252	+12%	+$137K	0.15%	64
2021 Q3	$1.15M	Sell	27,890 -2,654	-9%	-$113K	0.15%	64
2021 Q2	$1.28M	Buy	30,544 +874	+3%	+$36.7K	0.17%	57
2021 Q1	$1.19M	Buy	29,670 +1,108	+4%	+$44.2K	0.17%	55
2020 Q4	$1.11M	Buy	28,562 +3,590	+14%	+$131K	0.16%	57
2020 Q3	$854K	Buy	24,972 +3,392	+16%	+$116K	0.14%	66
2020 Q2	$700K	Buy	21,580 +7,408	+52%	+$226K	0.12%	71
2020 Q1	$397K	Buy	+14,172	New	+$472K	0.08%	97