Sensible Financial Planning & Management’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Sensible Financial Planning & 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 Q3	–	Sell	-13,872	Closed	-$657K	–	33
2025 Q2	$657K	Buy	+13,872	New	+$624K	0.12%	32

Other funds holding EFAX

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LWIC

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

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

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Sensible Financial Planning & Management's EFAX Position: Q3 2025 in Review

Sensible Financial Planning & Management sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q3 2025, closing a stake of 13,872 shares — an estimated $657K sold.

Sensible Financial Planning & Management first reported a position in EFAX in Q2 2025 and held it in 1 quarter. The position peaked at $657K in Q2 2025. 85 funds tracked by Wall St. Rank hold EFAX as of Q3 2025.

Sensible Financial Planning & Management reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q3 2025 after selling out during the quarter.
Sensible Financial Planning & Management sold 13,872 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2025, an estimated $657K.
Sensible Financial Planning & Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2025 and held it in 1 quarter.
Sensible Financial Planning & Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $657K in Q2 2025.
85 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.