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

WrapManager Inc’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
2021
Q3 		– Sell
-4,818
Closed -$201K – 308
2021
Q2 		$201K Buy
+4,818
New +$203K 0.05% 292

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
FC
Fulcrum Capital Seattle, Washington $461M AUM 17.82% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return

WrapManager Inc's EFAX Position: Q3 2021 in Review

WrapManager Inc sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q3 2021, closing a stake of 4,818 shares — an estimated $201K sold.

WrapManager Inc first reported a position in EFAX in Q2 2021 and held it in 1 quarter. The position peaked at $201K in Q2 2021. 53 funds tracked by Wall St. Rank hold EFAX as of Q3 2021.

  • WrapManager Inc reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q3 2021 after selling out during the quarter.
  • WrapManager Inc sold 4,818 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q3 2021, an estimated $201K.
  • WrapManager Inc first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2021 and held it in 1 quarter.
  • WrapManager Inc's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $201K in Q2 2021.
  • 53 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q3 2021.

Based on WrapManager Inc's 13F filing for Q3 2021, filed 10 Nov 2021.