Gladstone Institutional Advisory’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Gladstone Institutional Advisory’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
2022 Q1	–	Sell	-5,734	Closed	-$263K	–	716
2021 Q4	$263K	Buy	+5,734	New	+$267K	0.02%	504

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

LWMNY

Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

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

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Gladstone Institutional Advisory's EFAD Position: Q1 2022 in Review

Gladstone Institutional Advisory sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q1 2022, closing a stake of 5,734 shares — an estimated $263K sold.

Gladstone Institutional Advisory first reported a position in EFAD in Q4 2021 and held it in 1 quarter. The position peaked at $263K in Q4 2021. 46 funds tracked by Wall St. Rank hold EFAD as of Q1 2022.

Gladstone Institutional Advisory reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q1 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 5,734 ProShares MSCI EAFE Dividend Growers ETF shares in Q1 2022, an estimated $263K.
Gladstone Institutional Advisory first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q4 2021 and held it in 1 quarter.
Gladstone Institutional Advisory's ProShares MSCI EAFE Dividend Growers ETF position peaked at $263K in Q4 2021.
46 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q1 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2022, filed 4 May 2022.