Discipline Wealth Solutions’s ProShares Ultra MSCI EAFE EFO Stock Holding History

Discipline Wealth Solutions’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 Q3	$4.61M	Sell	64,635 -3,165	-5%	-$238K	0.4%	47
2026 Q2	$4.96M	Buy	67,800 +11,108	+20%	+$786K	0.43%	45
2026 Q1	$3.61M	Sell	56,692 -13,904	-20%	-$954K	0.38%	47
2025 Q4	$4.51M	Buy	70,596 +461	+0.7%	+$28.3K	0.84%	27
2025 Q3	$4.18M	Buy	+70,135	New	+$4.02M	1.1%	20

Other funds holding EFO

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $256M AUM 17.55% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Discipline Wealth Solutions's EFO Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its ProShares Ultra MSCI EAFE (EFO) stake by 4.7% in Q3 2026, selling an estimated $238K and leaving 64,635 shares worth $4.61M. The position accounts for 0.4% of the portfolio, ranked #47.

Discipline Wealth Solutions first reported a position in EFO in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.96M in Q2 2026. 4 funds tracked by Wall St. Rank hold EFO as of Q3 2026.

Discipline Wealth Solutions held 64,635 shares of ProShares Ultra MSCI EAFE worth $4.61M as of Q3 2026.
Discipline Wealth Solutions sold 3,165 ProShares Ultra MSCI EAFE shares in Q3 2026, an estimated $238K.
ProShares Ultra MSCI EAFE made up 0.4% of Discipline Wealth Solutions's portfolio in Q3 2026, its #47 holding.
Discipline Wealth Solutions first reported a position in ProShares Ultra MSCI EAFE in Q3 2025 and has held it in 5 quarters since.
Discipline Wealth Solutions's ProShares Ultra MSCI EAFE position peaked at $4.96M in Q2 2026.
4 funds tracked by Wall St. Rank held ProShares Ultra MSCI EAFE as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.