Global Retirement Partners’s Global X MSCI SuperDividend EAFE ETF EFAS Stock Holding History

Global Retirement Partners’s Portfolio EFAS Stock Details EFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$25.1K	Hold	1,800	–	–	﹤0.01%	1967
2024 Q3	$27.8K	Hold	1,800	–	–	﹤0.01%	1837
2024 Q2	$25.7K	Sell	1,800 -7,500	-81%	-$109K	﹤0.01%	1856
2024 Q1	$136K	Hold	9,300	–	–	0.01%	944
2023 Q4	$132K	Buy	9,300 +300	+3%	+$4.03K	0.01%	915
2023 Q3	$114K	Hold	9,000	–	–	0.01%	880
2023 Q2	$121K	Hold	9,000	–	–	0.01%	865
2023 Q1	$126K	Buy	+9,000	New	+$126K	0.01%	835

Other funds holding EFAS

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

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

VDBMI

Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's EFAS Position: Q4 2024 in Review

Global Retirement Partners held its Global X MSCI SuperDividend EAFE ETF (EFAS) position steady in Q4 2024 at 1,800 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Global Retirement Partners first reported a position in EFAS in Q1 2023 and has held it in 8 quarters since. The position peaked at $136K in Q1 2024. 10 funds tracked by Wall St. Rank hold EFAS as of Q4 2024.

Global Retirement Partners held 1,800 shares of Global X MSCI SuperDividend EAFE ETF worth $25.1K as of Q4 2024.
Global Retirement Partners left its Global X MSCI SuperDividend EAFE ETF share count unchanged in Q4 2024.
Global X MSCI SuperDividend EAFE ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1967 holding.
Global Retirement Partners first reported a position in Global X MSCI SuperDividend EAFE ETF in Q1 2023 and has held it in 8 quarters since.
Global Retirement Partners's Global X MSCI SuperDividend EAFE ETF position peaked at $136K in Q1 2024.
10 funds tracked by Wall St. Rank held Global X MSCI SuperDividend EAFE ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.