Sargent Bickham Lagudis’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$166K	Hold	4,872	–	–	0.01%	284
2022 Q3	$143K	Sell	4,872 -2,388	-33%	-$77.9K	0.01%	271
2022 Q2	$238K	Hold	7,260	–	–	0.02%	234
2022 Q1	$279K	Buy	7,260 +98	+1%	+$3.86K	0.02%	219
2021 Q4	$300K	Buy	7,162 +62	+0.9%	+$2.6K	0.02%	208
2021 Q3	$293K	Hold	7,100	–	–	0.02%	210
2021 Q2	$297K	Buy	7,100 +2,388	+51%	+$100K	0.02%	215
2021 Q1	$189K	Buy	4,712 +1,244	+36%	+$49.7K	0.02%	241
2020 Q4	$135K	Buy	3,468 +2,030	+141%	+$74.1K	0.01%	289
2020 Q3	$49K	Buy	+1,438	New	+$49K	﹤0.01%	384

Other funds holding EFAX

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return