Oxford Financial Group’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Sell |
18,944
-6
| -0% | -$284 | 0.05% | 89 |
|
|
2025
Q1 | $814K | Sell |
18,950
-32
| -0.2% | -$1.38K | 0.06% | 93 |
|
|
2024
Q4 | $756K | Buy |
18,982
+1,483
| +8% | +$59K | 0.05% | 109 |
|
|
2024
Q3 | $765K | Sell |
17,499
-293
| -2% | -$12.8K | 0.05% | 102 |
|
|
2024
Q2 | $726K | Sell |
17,792
-493
| -3% | -$20.1K | 0.05% | 114 |
|
|
2024
Q1 | $760K | Buy |
18,285
+1,757
| +11% | +$73.1K | 0.05% | 97 |
|
|
2023
Q4 | $645K | Buy |
16,528
+285
| +2% | +$11.1K | 0.05% | 110 |
|
|
2023
Q3 | $576K | Hold |
16,243
| – | – | 0.05% | 109 |
|
|
2023
Q2 | $612K | Hold |
16,243
| – | – | 0.06% | 119 |
|
|
2023
Q1 | $602K | Sell |
16,243
-41
| -0.3% | -$1.52K | 0.07% | 94 |
|
|
2022
Q4 | $554K | Sell |
16,284
-15,684
| -49% | -$533K | 0.06% | 101 |
|
|
2022
Q3 | $935K | Buy |
31,968
+1,742
| +6% | +$51K | 0.14% | 64 |
|
|
2022
Q2 | $990K | Sell |
30,226
-1,118
| -4% | -$36.6K | 0.15% | 64 |
|
|
2022
Q1 | $1.21M | Buy |
31,344
+202
| +0.6% | +$7.77K | 0.15% | 63 |
|
|
2021
Q4 | $1.31M | Buy |
31,142
+3,252
| +12% | +$136K | 0.15% | 64 |
|
|
2021
Q3 | $1.15M | Sell |
27,890
-2,654
| -9% | -$110K | 0.15% | 64 |
|
|
2021
Q2 | $1.28M | Buy |
30,544
+874
| +3% | +$36.5K | 0.17% | 57 |
|
|
2021
Q1 | $1.19M | Buy |
29,670
+1,108
| +4% | +$44.5K | 0.17% | 55 |
|
|
2020
Q4 | $1.11M | Buy |
28,562
+3,590
| +14% | +$140K | 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% | +$240K | 0.12% | 71 |
|
|
2020
Q1 | $397K | Buy |
+14,172
| New | +$397K | 0.08% | 97 |
|