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Partners Capital Investment Group’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Partners Capital Investment 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
2025
Q2 		– Sell
-48,016
Closed -$2.06M – 166
2025
Q1 		$2.06M Buy
48,016
+11,835
+33% +$503K 0.03% 121
2024
Q4 		$1.44M Buy
36,181
+27,347
+310% +$1.14M 0.04% 99
2024
Q3 		$386K Sell
8,834
-3,441
-28% -$145K 0.01% 161
2024
Q2 		$501K Sell
12,275
-16,424
-57% -$674K 0.01% 160
2024
Q1 		$1.19M Buy
28,699
+4,488
+19% +$179K 0.03% 114
2023
Q4 		$944K Sell
24,211
-39,291
-62% -$1.43M 0.02% 148
2023
Q3 		$2.25M Sell
63,502
-7,867
-11% -$292K 0.05% 118
2023
Q2 		$2.69M Buy
71,369
+25,226
+55% +$948K 0.06% 119
2023
Q1 		$1.71M Buy
46,143
+34,785
+306% +$1.26M 0.07% 93
2022
Q4 		$193K Hold
11,358
– – 0.01% 126
2022
Q3 		$332K Sell
11,358
-29,664
-72% -$968K 0.02% 116
2022
Q2 		$1.34M Hold
41,022
– – 0.09% 89
2022
Q1 		$1.58M Buy
+41,022
New +$1.62M 0.08% 94
2021
Q4 		– Sell
-20,962
Closed -$866K – 127
2021
Q3 		$866K Sell
20,962
-24,062
-53% -$1.02M 0.04% 100
2021
Q2 		$1.88M Hold
45,024
– – 0.08% 109
2021
Q1 		$1.81M Buy
45,024
+28,104
+166% +$1.12M 0.08% 120
2020
Q4 		$659K Hold
16,920
– – 0.04% 105
2020
Q3 		$579K Hold
16,920
– – 0.04% 98
2020
Q2 		$549K Hold
16,920
– – 0.03% 102
2020
Q1 		$474K Sell
16,920
-10,780
-39% -$359K 0.03% 80
2019
Q4 		$1M Hold
27,700
– – 0.08% 74
2019
Q3 		$939K Hold
27,700
– – 0.08% 67
2019
Q2 		$940K Hold
27,700
– – 0.09% 66
2019
Q1 		$920K Buy
+27,700
New +$895K 0.09% 65

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $6.71B AUM 23.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Partners Capital Investment Group's EFAX Position: Q2 2025 in Review

Partners Capital Investment Group sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2025, closing a stake of 48,016 shares — an estimated $2.06M sold.

Partners Capital Investment Group first reported a position in EFAX in Q1 2019 and held it in 24 quarters. The position peaked at $2.69M in Q2 2023. 84 funds tracked by Wall St. Rank hold EFAX as of Q2 2025.

  • Partners Capital Investment Group reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q2 2025 after selling out during the quarter.
  • Partners Capital Investment Group sold 48,016 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2025, an estimated $2.06M.
  • Partners Capital Investment Group first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2019 and held it in 24 quarters.
  • Partners Capital Investment Group's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $2.69M in Q2 2023.
  • 84 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2025.

Based on Partners Capital Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.