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

Plante Moran Financial 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
2025
Q3 		– Sell
-84
Closed -$3.98K – 816
2025
Q2 		$3.98K Buy
+84
New +$3.78K ﹤0.01% 644

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 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
TAS
TIFF Advisory Services Radnor, Pennsylvania $444M AUM 24.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Plante Moran Financial Advisors's EFAX Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q3 2025, closing a stake of 84 shares — an estimated $3.98K sold.

Plante Moran Financial Advisors first reported a position in EFAX in Q2 2025 and held it in 1 quarter. The position peaked at $3.98K in Q2 2025. 85 funds tracked by Wall St. Rank hold EFAX as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 84 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2025, an estimated $3.98K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $3.98K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.