Elm3 Financial Group’s ProShares Ultra MSCI EAFE EFO Stock Holding History

Elm3 Financial Group’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	$284K	Sell	3,877 -49	-1%	-$3.47K	0.19%	109
2026 Q1	$250K	Buy	3,926 +69	+2%	+$4.73K	0.21%	101
2025 Q4	$246K	Sell	3,857 -85	-2%	-$5.21K	0.2%	100
2025 Q3	$235K	Buy	3,942 +48	+1%	+$2.75K	0.19%	100
2025 Q2	$220K	Buy	+3,894	New	+$197K	0.18%	101

Other funds holding EFO

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Elm3 Financial Group's EFO Position: Q2 2026 in Review

Elm3 Financial Group reduced its ProShares Ultra MSCI EAFE (EFO) stake by 1.2% in Q2 2026, selling an estimated $3.47K and leaving 3,877 shares worth $284K. The position accounts for 0.19% of the portfolio, ranked #109.

Elm3 Financial Group first reported a position in EFO in Q2 2025 and has held it in 5 quarters since. 3 funds tracked by Wall St. Rank hold EFO as of Q2 2026.

Elm3 Financial Group held 3,877 shares of ProShares Ultra MSCI EAFE worth $284K as of Q2 2026.
Elm3 Financial Group sold 49 ProShares Ultra MSCI EAFE shares in Q2 2026, an estimated $3.47K.
ProShares Ultra MSCI EAFE made up 0.19% of Elm3 Financial Group's portfolio in Q2 2026, its #109 holding.
Elm3 Financial Group first reported a position in ProShares Ultra MSCI EAFE in Q2 2025 and has held it in 5 quarters since.
3 funds tracked by Wall St. Rank held ProShares Ultra MSCI EAFE as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.