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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
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

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

Discipline Wealth Solutions's EFO Position: Q2 2026 in Review

Discipline Wealth Solutions increased its ProShares Ultra MSCI EAFE (EFO) stake by 20% in Q2 2026, buying an estimated $786K and bringing the position to 67,800 shares worth $4.96M. The position accounts for 0.43% of the portfolio, ranked #45.

Discipline Wealth Solutions first reported a position in EFO in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold EFO as of Q2 2026.

  • Discipline Wealth Solutions held 67,800 shares of ProShares Ultra MSCI EAFE worth $4.96M as of Q2 2026.
  • Discipline Wealth Solutions bought 11,108 ProShares Ultra MSCI EAFE shares in Q2 2026, an estimated $786K.
  • ProShares Ultra MSCI EAFE made up 0.43% of Discipline Wealth Solutions's portfolio in Q2 2026, its #45 holding.
  • Discipline Wealth Solutions first reported a position in ProShares Ultra MSCI EAFE in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held ProShares Ultra MSCI EAFE as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.