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Root Financial Partners’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Root Financial Partners’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
Q4 		– Sell
-1,084
Closed -$53.5K – 2462
2025
Q3 		$53.5K Buy
+1,084
New +$52K ﹤0.01% 646

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 $1.49B 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
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Root Financial Partners's EFAX Position: Q4 2025 in Review

Root Financial Partners sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2025, closing a stake of 1,084 shares — an estimated $53.5K sold.

Root Financial Partners first reported a position in EFAX in Q3 2025 and held it in 1 quarter. The position peaked at $53.5K in Q3 2025. 88 funds tracked by Wall St. Rank hold EFAX as of Q4 2025.

  • Root Financial Partners reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 1,084 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2025, an estimated $53.5K.
  • Root Financial Partners first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $53.5K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.