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FAS Wealth Partners’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

FAS Wealth Partners’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
2021
Q1 		– Sell
-2,021
Closed -$88K – 349
2020
Q4 		$88K Buy
+2,021
New +$83.8K 0.01% 278

Other funds holding EFAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAS Wealth Partners's EFAD Position: Q1 2021 in Review

FAS Wealth Partners sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q1 2021, closing a stake of 2,021 shares — an estimated $88K sold.

FAS Wealth Partners first reported a position in EFAD in Q4 2020 and held it in 1 quarter. The position peaked at $88K in Q4 2020. 36 funds tracked by Wall St. Rank hold EFAD as of Q1 2021.

  • FAS Wealth Partners reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q1 2021 after selling out during the quarter.
  • FAS Wealth Partners sold 2,021 ProShares MSCI EAFE Dividend Growers ETF shares in Q1 2021, an estimated $88K.
  • FAS Wealth Partners first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q4 2020 and held it in 1 quarter.
  • FAS Wealth Partners's ProShares MSCI EAFE Dividend Growers ETF position peaked at $88K in Q4 2020.
  • 36 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q1 2021.

Based on FAS Wealth Partners's 13F filing for Q1 2021, filed 17 May 2021.