Rockefeller Capital Management
EFAX icon

Rockefeller Capital Management’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Rockefeller Capital Management’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 		$9.01M Hold
166,460
– – 0.01% 766
2026
Q1 		$8.28M Hold
166,460
– – 0.01% 742
2025
Q4 		$8.4M Buy
166,460
+68,900
+71% +$3.43M 0.02% 717
2025
Q3 		$4.81M Hold
97,560
– – 0.01% 834
2025
Q2 		$4.62M Hold
97,560
– – 0.01% 823
2025
Q1 		$4.19M Hold
97,560
– – 0.01% 794
2024
Q4 		$3.88M Buy
97,560
+305
+0.3% +$12.7K 0.01% 792
2024
Q3 		$4.25M Hold
97,255
– – 0.01% 761
2024
Q2 		$3.97M Hold
97,255
– – 0.01% 760
2024
Q1 		$4.04M Sell
97,255
-23,445
-19% -$934K 0.01% 761
2023
Q4 		$4.71M Hold
120,700
– – 0.02% 657
2023
Q3 		$4.28M Hold
120,700
– – 0.02% 609
2023
Q2 		$4.54M Hold
120,700
– – 0.02% 620
2023
Q1 		$4.47M Hold
120,700
– – 0.02% 594
2022
Q4 		$4.1M Hold
120,700
– – 0.02% 568
2022
Q3 		$3.53M Hold
120,700
– – 0.02% 611
2022
Q2 		$3.95M Hold
120,700
– – 0.02% 578
2022
Q1 		$4.64M Hold
120,700
– – 0.02% 564
2021
Q4 		$5.06M Hold
120,700
– – 0.02% 534
2021
Q3 		$4.99M Buy
120,700
+24,000
+25% +$1.02M 0.03% 482
2021
Q2 		$4.04M Buy
+96,700
New +$4.07M 0.02% 509

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management's EFAX Position: Q2 2026 in Review

Rockefeller Capital Management held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q2 2026 at 166,460 shares worth $9.01M. The position accounts for 0.01% of the portfolio, ranked #766.

Rockefeller Capital Management first reported a position in EFAX in Q2 2021 and has held it in 21 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Rockefeller Capital Management held 166,460 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $9.01M as of Q2 2026.
  • Rockefeller Capital Management 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 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #766 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2021 and has held it in 21 quarters since.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.