SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF
Fund offered by:
SPDR State Street Global Advisors
Ticker: EFAXsocially responsible
Fossil fuel grade: Fossil fuel exposure of 1.68% places the fund in the range of between 0% and 3% exposure. Assigned a grade of B.Fossil fuel exposure of 1.68% places the fund in the range of between 0% and 3% exposure. Assigned a grade of B.How we track fossil fuel investments
B
$4.01 MILLION
in fossil fuel investments
26
fossil fuel stocks found
1.68%
of assets flagged
Data as of 9/30/21
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
1
holdings
$183,060
invested
0.08%
of portfolio
Coal industry
Coal industry
Coal miners and owners of coal reserves
6
holdings
$915,528
invested
0.38%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
5
holdings
$690,973
invested
0.29%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
2
holdings
$123,560
invested
0.05%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
19
holdings
$3.06M
invested
1.28%
of portfolio
Investments in major fossil fuel companies:
South32 Ltd
Carbon Underground 200 Top 200 carbon reserves
$183,060 invested
Tokyo Electric Power Co Holdings
Macroclimate 30 Top 30 coal-fired power
$64,817 invested
All fossil fuel companies
26 holdings
26 holdings
  • 1. National Grid PLC
    Fossil-fired utility
    $645,135
    0.27%
  • 2. E.ON SE
    Fossil-fired utility
    $421,826
    0.18%
  • 3. Neste Corp
    Oil/gas industry
    $367,481
    0.15%
  • 4. Mitsui Fudosan Co Ltd
    Coal industryFossil-fired utility
    $327,535
    0.14%
  • 5. Nippon Steel Corp
    Coal industryFossil-fired utility
    $236,989
    0.1%
See all
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SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF $EFAX is 1.68% invested in fossil fuel stocks, with $4.01 MILLION invested across 26 equity holdings
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Financial performance
Performance data provided byMorningstarFind more financial data on EFAX at Morningstar.com
Current fund
EFAX
SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF
Family
SPDR State Street Global Advisors
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 3-yr returns 
0.75% more in annualized returns
Less invested in fossil fuels 
7.85% less invested
Lower carbon footprint 
87 tonnes CO2e/$1M USD lower
More invested in Clean200 
3.93% more invested
Current fund
EFAX
SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF
Family
SPDR State Street Global Advisors
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 3-yr returns 
0.75% more in annualized returns
Less invested in fossil fuels 
7.85% less invested
Lower carbon footprint 
87 tonnes CO2e/$1M USD lower
More invested in Clean200 
3.93% more invested
Current fund
EFAX
SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF
Family
SPDR State Street Global Advisors
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 3-yr returns 
0.75% more in annualized returns
Less invested in fossil fuels 
7.85% less invested
Lower carbon footprint 
87 tonnes CO2e/$1M USD lower
More invested in Clean200 
3.93% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
EFAX - SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF
25%
8.39%
/
/
1.68% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
23%
7.63%
8.67%
7.33%
9.53% 
Fund compared to benchmark
 
1.61%
0.75%
/
/
7.85%  lower
Find more financial data on EFAX at Morningstar.com
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