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

Stonehearth 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	$209K	Buy	+3,869	New	+$205K	0.07%	90
2026 Q1	–	Sell	-8,808	Closed	-$445K	–	98
2025 Q4	$445K	Buy	8,808 +394	+5%	+$19.6K	0.16%	49
2025 Q3	$415K	Buy	8,414 +237	+3%	+$11.4K	0.16%	50
2025 Q2	$387K	Buy	8,177 +2,867	+54%	+$129K	0.16%	48
2025 Q1	$228K	Sell	5,310 -1,964	-27%	-$83.5K	0.09%	77
2024 Q4	$290K	Sell	7,274 -136	-2%	-$5.65K	0.12%	60
2024 Q3	$324K	Sell	7,410 -219	-3%	-$9.21K	0.13%	49
2024 Q2	$311K	Sell	7,629 -27	-0.4%	-$1.11K	0.13%	52
2024 Q1	$318K	Sell	7,656 -112	-1%	-$4.46K	0.14%	51
2023 Q4	$303K	Sell	7,768 -64	-0.8%	-$2.33K	0.15%	48
2023 Q3	$278K	Buy	7,832 +564	+8%	+$20.9K	0.15%	48
2023 Q2	$274K	Buy	+7,268	New	+$273K	0.14%	55
2022 Q2	–	Sell	-7,246	Closed	-$279K	–	73
2022 Q1	$279K	Buy	+7,246	New	+$285K	0.14%	53

Other funds holding EFAX

GAM

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

CTA

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

BWM

Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

WMA

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

JWBC

J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

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

Stonehearth Capital Management opened a new position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2026: 3,869 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #90 among its holdings. This is a return to the name: Stonehearth Capital Management previously reported a position in EFAX as recently as Q4 2025.

Stonehearth Capital Management first reported a position in EFAX in Q1 2022 and has held it in 13 quarters since. The position peaked at $445K in Q4 2025. 13 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Stonehearth Capital Management held 3,869 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $209K as of Q2 2026.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF was a new Stonehearth Capital Management position in Q2 2026.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.07% of Stonehearth Capital Management's portfolio in Q2 2026, its #90 holding.
Stonehearth Capital Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2022 and has held it in 13 quarters since.
Stonehearth Capital Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $445K in Q4 2025.
13 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.