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

Whipplewood Advisors’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	$1.06M	Buy	19,623 +422	+2%	+$22.4K	0.71%	35
2026 Q1	$956K	Sell	19,201 -669	-3%	-$34.8K	0.5%	53
2025 Q4	$1M	Sell	19,870 -427	-2%	-$21.2K	0.64%	51
2025 Q3	$1M	Buy	20,297 +807	+4%	+$38.7K	0.66%	49
2025 Q2	$923K	Buy	19,490 +19,155	+5,718%	+$862K	0.51%	51
2025 Q1	$926K	Sell	335 -20,918	-98%	-$889K	0.55%	44
2024 Q4	$846K	Buy	+21,253	New	+$883K	0.48%	54

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

Whipplewood Advisors's EFAX Position: Q2 2026 in Review

Whipplewood Advisors increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 2.2% in Q2 2026, buying an estimated $22.4K and bringing the position to 19,623 shares worth $1.06M. The position accounts for 0.71% of the portfolio, ranked #35.

Whipplewood Advisors first reported a position in EFAX in Q4 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

Whipplewood Advisors held 19,623 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $1.06M as of Q2 2026.
Whipplewood Advisors bought 422 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $22.4K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.71% of Whipplewood Advisors's portfolio in Q2 2026, its #35 holding.
Whipplewood Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2024 and has held it in 7 quarters since.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.