Belpointe Asset Management’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Belpointe Asset Management’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 Q2	–	Sell	-58	Closed	-$2.17K	–	1337
2023 Q1	$2.17K	Hold	58	–	–	﹤0.01%	3286
2022 Q4	$2.05K	Buy	+58	New	+$1.97K	﹤0.01%	3248

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

KOC

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Belpointe Asset Management's EFAD Position: Q2 2023 in Review

Belpointe Asset Management sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q2 2023, closing a stake of 58 shares — an estimated $2.17K sold.

Belpointe Asset Management first reported a position in EFAD in Q4 2022 and held it in 2 quarters. The position peaked at $2.17K in Q1 2023. 33 funds tracked by Wall St. Rank hold EFAD as of Q2 2023.

Belpointe Asset Management reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 58 ProShares MSCI EAFE Dividend Growers ETF shares in Q2 2023, an estimated $2.17K.
Belpointe Asset Management first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's ProShares MSCI EAFE Dividend Growers ETF position peaked at $2.17K in Q1 2023.
33 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.