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

SCS 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	$7.52M	Buy	138,932 +132,147	+1,948%	+$7.01M	0.07%	127
2026 Q1	$338K	Hold	6,785	–	–	﹤0.01%	399
2025 Q4	$342K	Buy	6,785 +988	+17%	+$49.1K	﹤0.01%	414
2025 Q3	$286K	Hold	5,797	–	–	﹤0.01%	454
2025 Q2	$275K	Hold	5,797	–	–	﹤0.01%	477
2025 Q1	$249K	Buy	+5,797	New	+$246K	﹤0.01%	460

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

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 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

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

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

SCS Capital Management increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 1,948% in Q2 2026, buying an estimated $7.01M and bringing the position to 138,932 shares worth $7.52M. The position accounts for 0.07% of the portfolio, ranked #127.

SCS Capital Management first reported a position in EFAX in Q1 2025 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

SCS Capital Management held 138,932 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $7.52M as of Q2 2026.
SCS Capital Management bought 132,147 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $7.01M.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.07% of SCS Capital Management's portfolio in Q2 2026, its #127 holding.
SCS Capital Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2025 and has held it in 6 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 SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.