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

Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return