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Cassaday & Co Wealth Management’s ProShares Ultra MSCI EAFE EFO Stock Holding History

Cassaday & Co Wealth Management’s Portfolio EFO Stock Details EFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.8K Hold
1,173
– – ﹤0.01% 517
2026
Q1 		$74.6K Buy
+1,173
New +$80.5K ﹤0.01% 527

Other funds holding EFO

DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $66.6M AUM 28.35% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cassaday & Co Wealth Management's EFO Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its ProShares Ultra MSCI EAFE (EFO) position steady in Q2 2026 at 1,173 shares worth $85.8K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Cassaday & Co Wealth Management first reported a position in EFO in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold EFO as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,173 shares of ProShares Ultra MSCI EAFE worth $85.8K as of Q2 2026.
  • Cassaday & Co Wealth Management left its ProShares Ultra MSCI EAFE share count unchanged in Q2 2026.
  • ProShares Ultra MSCI EAFE made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #517 holding.
  • Cassaday & Co Wealth Management first reported a position in ProShares Ultra MSCI EAFE in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held ProShares Ultra MSCI EAFE as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.