Urban Financial Advisory Corp’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Urban Financial Advisory Corp’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 Q1	–	Hold	0	–	–	–	57
2025 Q4	–	Hold	0	–	–	–	54
2025 Q3	–	Hold	0	–	–	–	52
2025 Q2	–	Sell	-8,514	Closed	-$366K	–	50
2025 Q1	$366K	Hold	8,514	–	–	0.2%	22
2024 Q4	$339K	Buy	8,514 +89	+1%	+$3.7K	0.19%	19
2024 Q3	$368K	Buy	8,425 +421	+5%	+$17.7K	0.2%	19
2024 Q2	$326K	Buy	8,004 +126	+2%	+$5.17K	0.2%	20
2024 Q1	$328K	Hold	7,878	–	–	0.2%	23
2023 Q4	$307K	Buy	+7,878	New	+$287K	0.23%	20

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Urban Financial Advisory Corp's EFAX Position: Q1 2026 in Review

Urban Financial Advisory Corp held its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) position steady in Q1 2026 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #57.

Urban Financial Advisory Corp first reported a position in EFAX in Q4 2023 and has held it in 6 quarters since. The position peaked at $368K in Q3 2024. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

Urban Financial Advisory Corp held 0 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $10 as of Q1 2026.
Urban Financial Advisory Corp left its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF share count unchanged in Q1 2026.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Urban Financial Advisory Corp's portfolio in Q1 2026, its #57 holding.
Urban Financial Advisory Corp first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2023 and has held it in 6 quarters since.
Urban Financial Advisory Corp's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $368K in Q3 2024.
89 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q1 2026, filed 8 May 2026.