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

Oxford Financial Group’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 		$1.72M Buy
31,689
+12,147
+62% +$644K 0.09% 67
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

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

Oxford Financial Group's EFAX Position: Q2 2026 in Review

Oxford Financial Group increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 62% in Q2 2026, buying an estimated $644K and bringing the position to 31,689 shares worth $1.72M. The position accounts for 0.09% of the portfolio, ranked #67.

Oxford Financial Group first reported a position in EFAX in Q1 2020 and has held it in 26 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Oxford Financial Group held 31,689 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $1.72M as of Q2 2026.
  • Oxford Financial Group bought 12,147 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $644K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.09% of Oxford Financial Group's portfolio in Q2 2026, its #67 holding.
  • Oxford Financial Group first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2020 and has held it in 26 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 Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.