Leith Wheeler Investment Counsel Ltd. EFAX — SPDR MSCI EAFA FOSSIL FUEL

Ownership history in Leith Wheeler Investment Counsel Ltd.  ·  22 quarters on record

AI Ownership Summary

Leith Wheeler Investment Counsel Ltd. reported SPDR MSCI EAFA FOSSIL FUEL (EFAX) in 22 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.92% in 2024 Q1. The latest visible filing shows EFAX at 0.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Leith Wheeler Investment Counsel Ltd.'s position in SPDR MSCI EAFA FOSSIL FUEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EFAX was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFAX stock page Leith Wheeler Investment Counsel Ltd. fund profile Leith Wheeler Investment Counsel Ltd. full holdings
How Leith Wheeler Investment Counsel Ltd. held EFAX — position size vs. price
% of Fund (quarterly)    EFAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 219,527 +3,900 +1.8% 0.83% $11.1M 2026-02-12 $53.33
2025 Q3 ADDED — — — 215,627 +190,189 +747.7% 0.72% $10.6M 2025-11-14 $48.41
2025 Q2 REDUCED 88.0% +3.5% ❌ 25,438 -186,573 -88.0% 0.23% $3.5M 2025-07-25 $46.32
2025 Q1 REDUCED 5.1% +12.1% ❌ 212,011 -11,417 -5.1% 0.63% $9.1M 2025-05-13 $43.49
2024 Q4 REDUCED — — — 223,428 -3,400 -1.5% 0.64% $8.9M 2025-02-14 $41.16
2024 Q3 UNCHANGED — — — 226,828 — 0% 0.70% $9.9M 2024-11-12 $38.39
2024 Q2 UNCHANGED — — — 226,828 — 0% 0.80% $9.3M 2024-07-26 $38.98
2024 Q1 UNCHANGED — — — 226,828 — 0% 0.92% $9.4M 2024-05-06 $38.11
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EFAX

As of 2026 Q2 — sorted by position size

Gemmer Asset Management LLC 3Y 7Y 2.6% CAMELOT TECHNOLOGY ADVISORS, INC. 0.93% GGM Financial LLC 0.23% Bond & Devick Financial Network, Inc. 3Y 0.2% Boyd Wealth Management, LLC 3Y 0.16% PROFFITT & GOODSON INC 3Y 7Y 0.15% William Mack & Associates, Inc. 0.14% ARCADIA INVESTMENT ADVISORS LLC 0.09% COLTON GROOME FINANCIAL ADVISORS, LLC 3Y 7Y 0.07% Stonehearth Capital Management, LLC 3Y 7Y 0.07%

FAQ About Leith Wheeler Investment Counsel Ltd. and EFAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Leith Wheeler Investment Counsel Ltd. reported owning EFAX?

Leith Wheeler Investment Counsel Ltd. reported EFAX across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported EFAX position in Leith Wheeler Investment Counsel Ltd.'s portfolio?

The largest reported portfolio weight for EFAX was 0.92% in 2024 Q1.

What is the latest reported EFAX position on this page?

The most recent filing on this page is 2025 Q4, when Leith Wheeler Investment Counsel Ltd. reported 219,527 shares, equal to 0.83% of portfolio, with an estimated market value of $11.1M.

What does the chart on this EFAX ownership page compare?

The chart compares Leith Wheeler Investment Counsel Ltd.'s quarterly EFAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Leith Wheeler Investment Counsel Ltd. time their EFAX position?

Based on 13F filing dates vs. subsequent EFAX price moves, Leith Wheeler Investment Counsel Ltd. correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on EFAX relative to SPY over the holding period was -3.0%.

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