UBS Group’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

UBS Group’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	$21.2K	Sell	392 -1,218	-76%	-$64.6K	﹤0.01%	8131
2026 Q1	$80.1K	Sell	1,610 -45,890	-97%	-$2.39M	﹤0.01%	7104
2025 Q4	$2.4M	Sell	47,500 -26	-0.1%	-$1.29K	﹤0.01%	4807
2025 Q3	$2.34M	Sell	47,526 -12,861	-21%	-$617K	﹤0.01%	4803
2025 Q2	$2.86M	Buy	60,387 +250	+0.4%	+$11.3K	﹤0.01%	4442
2025 Q1	$2.58M	Buy	60,137 +59,745	+15,241%	+$2.54M	﹤0.01%	4473
2024 Q4	$15.6K	Buy	392 +84	+27%	+$3.49K	﹤0.01%	8038
2024 Q3	$13.5K	Hold	308	–	–	﹤0.01%	7585
2024 Q2	$12.6K	Hold	308	–	–	﹤0.01%	7595
2024 Q1	$12.8K	Hold	308	–	–	﹤0.01%	7125
2023 Q4	$12K	Hold	308	–	–	﹤0.01%	7371
2023 Q3	$10.9K	Hold	308	–	–	﹤0.01%	7081
2023 Q2	$11.6K	Sell	308 -1,894	-86%	-$71.1K	﹤0.01%	7101
2023 Q1	$81.6K	Buy	2,202 +1,762	+400%	+$63.9K	﹤0.01%	6085
2022 Q4	$15K	Buy	+440	New	+$14.3K	﹤0.01%	8025
2022 Q2	–	Sell	-362	Closed	-$14K	–	10448
2022 Q1	$14K	Buy	362 +150	+71%	+$5.91K	﹤0.01%	7929
2021 Q4	$9K	Buy	+212	New	+$8.91K	﹤0.01%	8895
2021 Q1	–	Sell	-464	Closed	-$18K	–	9092
2020 Q4	$18K	Hold	464	–	–	﹤0.01%	7007
2020 Q3	$16K	Sell	464 -1,790	-79%	-$61.1K	﹤0.01%	6469
2020 Q2	$73K	Sell	2,254 -1,574	-41%	-$48.1K	﹤0.01%	5555
2020 Q1	$107K	Buy	3,828 +696	+22%	+$23.2K	﹤0.01%	5232
2019 Q4	$114K	Buy	3,132 +2,668	+575%	+$93.8K	﹤0.01%	5933
2019 Q3	$16K	Hold	464	–	–	﹤0.01%	6867
2019 Q2	$16K	Sell	464 -3,320	-88%	-$111K	﹤0.01%	6761
2019 Q1	$126K	Buy	+3,784	New	+$122K	﹤0.01%	4914
2018 Q3	–	Sell	-646	Closed	-$22K	–	8039
2018 Q2	$22K	Buy	+646	New	+$23.2K	﹤0.01%	6632
2017 Q3	–	Sell	-10	Closed	–	–	7779
2017 Q2	$0	Sell	10 -720	-99%	-$24.5K	﹤0.01%	7736
2017 Q1	$24K	Buy	+730	New	+$23.2K	﹤0.01%	6013

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS Group's EFAX Position: Q2 2026 in Review

UBS Group reduced its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 76% in Q2 2026, selling an estimated $64.6K and leaving 392 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #8131.

UBS Group first reported a position in EFAX in Q1 2017 and has held it in 28 quarters since. The position peaked at $2.86M in Q2 2025. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

UBS Group held 392 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $21.2K as of Q2 2026.
UBS Group sold 1,218 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $64.6K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8131 holding.
UBS Group first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2017 and has held it in 28 quarters since.
UBS Group's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $2.86M in Q2 2025.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.