RIS
EFAX icon

Retirement Income Solutions’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Retirement Income Solutions’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
Q1 		$524K Hold
10,525
– – 0.09% 90
2025
Q4 		$531K Sell
10,525
-252
-2% -$12.5K 0.09% 88
2025
Q3 		$531K Buy
10,777
+514
+5% +$24.7K 0.09% 88
2025
Q2 		$486K Buy
10,263
+35
+0.3% +$1.57K 0.09% 87
2025
Q1 		$439K Buy
10,228
+1,185
+13% +$50.4K 0.09% 81
2024
Q4 		$360K Buy
9,043
+424
+5% +$17.6K 0.07% 94
2024
Q3 		$377K Hold
8,619
– – 0.09% 89
2024
Q2 		$352K Buy
+8,619
New +$354K 0.08% 89
2022
Q4 		– Sell
-7,080
Closed -$208K – 121
2022
Q3 		$208K Hold
7,080
– – 0.07% 107
2022
Q2 		$232K Sell
7,080
-4,860
-41% -$172K 0.08% 99
2022
Q1 		$459K Buy
+11,940
New +$470K 0.13% 67

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 $1.27B AUM 21.99% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return