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

SB 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
2025 Q4	$1.57M	Buy	+31,053	New	+$1.54M	0.57%	36

Other funds holding EFAX

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 Charlotte, North Carolina $1.55T AUM 33.47% 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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SB Capital Management's EFAX Position: Q4 2025 in Review

SB Capital Management opened a new position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2025: 31,053 shares worth $1.57M. The stake represents 0.57% of the portfolio and ranks #36 among its holdings.

88 funds tracked by Wall St. Rank hold EFAX as of Q4 2025.

SB Capital Management held 31,053 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $1.57M as of Q4 2025.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF was a new SB Capital Management position in Q4 2025.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.57% of SB Capital Management's portfolio in Q4 2025, its #36 holding.
88 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.