Focus Financial Network’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Focus Financial Network’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
2020 Q1	–	Sell	-5,830	Closed	-$238K	–	379
2019 Q4	$238K	Hold	5,830	–	–	0.03%	364
2019 Q3	$219K	Sell	5,830 -1,065	-15%	-$39.4K	0.03%	357
2019 Q2	$261K	Buy	6,895 +170	+3%	+$6.29K	0.04%	315
2019 Q1	$248K	Buy	+6,725	New	+$241K	0.04%	313

Other funds holding EFAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Financial Network's EFAD Position: Q1 2020 in Review

Focus Financial Network sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q1 2020, closing a stake of 5,830 shares — an estimated $238K sold.

Focus Financial Network first reported a position in EFAD in Q1 2019 and held it in 4 quarters. The position peaked at $261K in Q2 2019. 29 funds tracked by Wall St. Rank hold EFAD as of Q1 2020.

Focus Financial Network reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q1 2020 after selling out during the quarter.
Focus Financial Network sold 5,830 ProShares MSCI EAFE Dividend Growers ETF shares in Q1 2020, an estimated $238K.
Focus Financial Network first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q1 2019 and held it in 4 quarters.
Focus Financial Network's ProShares MSCI EAFE Dividend Growers ETF position peaked at $261K in Q2 2019.
29 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q1 2020.

Based on Focus Financial Network's 13F filing for Q1 2020, filed 24 Jul 2024.