Tortoise Investment Management’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
3,191
| – | – | 0.01% | 249 |
|
|
2025
Q1 | $137K | Buy |
3,191
+24
| +0.8% | +$1.03K | 0.01% | 247 |
|
|
2024
Q4 | $126K | Buy |
3,167
+1,495
| +89% | +$59.5K | 0.01% | 278 |
|
|
2024
Q3 | $73.1K | Hold |
1,672
| – | – | 0.01% | 350 |
|
|
2024
Q2 | $68.2K | Buy |
1,672
+730
| +77% | +$29.8K | 0.01% | 347 |
|
|
2024
Q1 | $39.2K | Buy |
942
+22
| +2% | +$915 | ﹤0.01% | 411 |
|
|
2023
Q4 | $35.9K | Hold |
920
| – | – | ﹤0.01% | 403 |
|
|
2023
Q3 | $32.6K | Hold |
920
| – | – | ﹤0.01% | 399 |
|
|
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% | +$1.97K | 0.01% | 386 |
|
|
2022
Q3 | $25K | Sell |
862
-32
| -4% | -$928 | ﹤0.01% | 403 |
|
|
2022
Q2 | $29K | Hold |
894
| – | – | 0.01% | 365 |
|
|
2022
Q1 | $34K | Buy |
894
+24
| +3% | +$913 | 0.01% | 350 |
|
|
2021
Q4 | $37K | Hold |
870
| – | – | 0.01% | 320 |
|
|
2021
Q3 | $36K | Hold |
870
| – | – | 0.01% | 310 |
|
|
2021
Q2 | $36K | Hold |
870
| – | – | 0.01% | 304 |
|
|
2021
Q1 | $35K | Buy |
+870
| New | +$35K | 0.01% | 289 |
|
|
2020
Q3 | – | Sell |
-760
| Closed | -$25K | – | 521 |
|
|
2020
Q2 | $25K | Hold |
760
| – | – | 0.01% | 275 |
|
|
2020
Q1 | $21K | Sell |
760
-910
| -54% | -$25.1K | 0.01% | 281 |
|
|
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 | +$55K | 0.01% | 237 |
|