RIS
Retirement Income Solutions’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
10,263
+35
| +0.3% | +$1.66K | 0.09% | 87 |
|
|
2025
Q1 | $439K | Buy |
10,228
+1,185
| +13% | +$50.9K | 0.09% | 81 |
|
|
2024
Q4 | $360K | Buy |
9,043
+424
| +5% | +$16.9K | 0.07% | 94 |
|
|
2024
Q3 | $377K | Hold |
8,619
| – | – | 0.09% | 89 |
|
|
2024
Q2 | $352K | Buy |
+8,619
| New | +$352K | 0.08% | 89 |
|
|
2022
Q4 | – | Sell |
-3,540
| Closed | -$208K | – | 121 |
|
|
2022
Q3 | $208K | Hold |
3,540
| – | – | 0.07% | 107 |
|
|
2022
Q2 | $232K | Sell |
3,540
-2,430
| -41% | -$159K | 0.08% | 99 |
|
|
2022
Q1 | $459K | Buy |
+5,970
| New | +$459K | 0.13% | 67 |
|