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

Tortoise Investment 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 		– Sell
-3,191
Closed -$157K – 588
2025
Q3 		$157K Hold
3,191
– – 0.01% 253
2025
Q2 		$151K Hold
3,191
– – 0.01% 249
2025
Q1 		$137K Buy
3,191
+24
+0.8% +$1.02K 0.01% 247
2024
Q4 		$126K Buy
3,167
+1,495
+89% +$62.1K 0.01% 278
2024
Q3 		$73.1K Hold
1,672
– – 0.01% 350
2024
Q2 		$68.2K Buy
1,672
+730
+77% +$29.9K 0.01% 347
2024
Q1 		$39.2K Buy
942
+22
+2% +$877 ﹤0.01% 411
2023
Q4 		$35.9K Hold
920
– – ﹤0.01% 403
2023
Q3 		$32.6K Hold
920
– – ﹤0.01% 401
2023
Q2 		$34.6K Hold
920
– – 0.01% 388
2023
Q1 		$34.1K Hold
920
– – 0.01% 379
2022
Q4 		$31.3K Buy
920
+58
+7% +$1.89K 0.01% 388
2022
Q3 		$25K Sell
862
-32
-4% -$1.04K ﹤0.01% 405
2022
Q2 		$29K Hold
894
– – 0.01% 367
2022
Q1 		$34K Buy
894
+24
+3% +$945 0.01% 352
2021
Q4 		$37K Hold
870
– – 0.01% 320
2021
Q3 		$36K Hold
870
– – 0.01% 311
2021
Q2 		$36K Hold
870
– – 0.01% 305
2021
Q1 		$35K Buy
+870
New +$34.7K 0.01% 291
2020
Q3 		– Sell
-760
Closed -$25K – 530
2020
Q2 		$25K Hold
760
– – 0.01% 276
2020
Q1 		$21K Sell
760
-910
-54% -$30.3K 0.01% 285
2019
Q4 		$61K Hold
1,670
– – 0.01% 227
2019
Q3 		$57K Hold
1,670
– – 0.01% 228
2019
Q2 		$57K Hold
1,670
– – 0.01% 242
2019
Q1 		$55K Buy
+1,670
New +$54K 0.01% 237

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Tortoise Investment Management's EFAX Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2025, closing a stake of 3,191 shares — an estimated $157K sold.

Tortoise Investment Management first reported a position in EFAX in Q1 2019 and held it in 25 quarters. The position peaked at $157K in Q3 2025. 88 funds tracked by Wall St. Rank hold EFAX as of Q4 2025.

  • Tortoise Investment Management reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3,191 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2025, an estimated $157K.
  • Tortoise Investment Management first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2019 and held it in 25 quarters.
  • Tortoise Investment Management's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $157K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.