Avantax Advisory Services’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Avantax Advisory Services’s Portfolio EFAD Stock Details EFAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,052	Closed	-$224K	–	1568
2023 Q2	$224K	Buy	6,052 +42	+0.7%	+$1.6K	﹤0.01%	1347
2023 Q1	$225K	Buy	6,010 +207	+4%	+$7.62K	﹤0.01%	1303
2022 Q4	$205K	Buy	+5,803	New	+$197K	﹤0.01%	1297
2021 Q4	–	Sell	-4,939	Closed	-$228K	–	1253
2021 Q3	$228K	Buy	+4,939	New	+$237K	﹤0.01%	1052

Other funds holding EFAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWMNY

Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Avantax Advisory Services's EFAD Position: Q3 2023 in Review

Avantax Advisory Services sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q3 2023, closing a stake of 6,052 shares — an estimated $224K sold.

Avantax Advisory Services first reported a position in EFAD in Q3 2021 and held it in 4 quarters. The position peaked at $228K in Q3 2021. 33 funds tracked by Wall St. Rank hold EFAD as of Q3 2023.

Avantax Advisory Services reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 6,052 ProShares MSCI EAFE Dividend Growers ETF shares in Q3 2023, an estimated $224K.
Avantax Advisory Services first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q3 2021 and held it in 4 quarters.
Avantax Advisory Services's ProShares MSCI EAFE Dividend Growers ETF position peaked at $228K in Q3 2021.
33 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.