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William Mack & Associates’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

William Mack & Associates’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 		$401K Buy
7,412
+748
+11% +$39.7K 0.14% 63
2026
Q1 		$332K Buy
6,664
+2,001
+43% +$104K 0.19% 53
2025
Q4 		$235K Buy
+4,663
New +$232K 0.11% 74

Other funds holding EFAX

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

William Mack & Associates's EFAX Position: Q2 2026 in Review

William Mack & Associates increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 11% in Q2 2026, buying an estimated $39.7K and bringing the position to 7,412 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #63.

William Mack & Associates first reported a position in EFAX in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • William Mack & Associates held 7,412 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $401K as of Q2 2026.
  • William Mack & Associates bought 748 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $39.7K.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up 0.14% of William Mack & Associates's portfolio in Q2 2026, its #63 holding.
  • William Mack & Associates first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2025 and has held it in 3 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 William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.