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
Q2 		$524K Hold
10,525
– – 0.09% 90
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 $59.1B AUM 18.41% 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 $8.39B AUM 37.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Retirement Income Solutions's EFAX Position: Q2 2026 in Review

Retirement Income Solutions held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q2 2026 at 10,525 shares worth $524K. The position accounts for 0.09% of the portfolio, ranked #90.

Retirement Income Solutions first reported a position in EFAX in Q1 2022 and has held it in 12 quarters since. The position peaked at $531K in Q3 2025. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Retirement Income Solutions held 10,525 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $524K as of Q2 2026.
  • Retirement Income Solutions left its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.09% of Retirement Income Solutions's portfolio in Q2 2026, its #90 holding.
  • Retirement Income Solutions first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2022 and has held it in 12 quarters since.
  • Retirement Income Solutions's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $531K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.