Wells Fargo
EFAX icon

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

Wells Fargo’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
2022
Q4 		– Sell
-20
Closed -$1K – 7523
2022
Q3 		$1K Buy
+20
New +$653 ﹤0.01% 6320
2022
Q2 		– Sell
-592
Closed -$23K – 6951
2022
Q1 		$23K Buy
592
+226
+62% +$8.9K ﹤0.01% 5962
2021
Q4 		$15K Buy
+366
New +$15.4K ﹤0.01% 6413

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wells Fargo's EFAX Position: Q4 2022 in Review

Wells Fargo sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Wells Fargo first reported a position in EFAX in Q4 2021 and held it in 3 quarters. The position peaked at $23K in Q1 2022. 60 funds tracked by Wall St. Rank hold EFAX as of Q4 2022.

  • Wells Fargo reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2022 after selling out during the quarter.
  • Wells Fargo sold 20 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2022, an estimated $1K.
  • Wells Fargo first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2021 and held it in 3 quarters.
  • Wells Fargo's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $23K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2022.

Based on Wells Fargo's 13F filing for Q4 2022, filed 13 Feb 2023.