Global Retirement Partners’s ProShares MSCI Europe Dividend Growers ETF EUDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,000	Closed	-$40.2K	–	3247
2022 Q4	$40.2K	Hold	1,000	–	–	﹤0.01%	1189
2022 Q3	$37K	Hold	1,000	–	–	﹤0.01%	1134
2022 Q2	$40K	Hold	1,000	–	–	﹤0.01%	1069
2022 Q1	$43K	Buy	+1,000	New	+$48.9K	﹤0.01%	1048
2021 Q4	–	Sell	-1,000	Closed	-$52K	–	684
2021 Q3	$52K	Hold	1,000	–	–	0.01%	839
2021 Q2	$52K	Hold	1,000	–	–	0.01%	832
2021 Q1	$47K	Hold	1,000	–	–	0.01%	818
2020 Q4	$47K	Sell	1,000 -1,500	-60%	-$67.3K	0.01%	744
2020 Q3	$108K	Hold	2,500	–	–	0.02%	471
2020 Q2	$103K	Hold	2,500	–	–	0.02%	482
2020 Q1	$86K	Hold	2,500	–	–	0.02%	459
2019 Q4	$112K	Hold	2,500	–	–	0.02%	461
2019 Q3	$101K	Buy	2,500 +2,000	+400%	+$79.6K	0.02%	468
2019 Q2	$20K	Hold	500	–	–	﹤0.01%	889
2019 Q1	$20K	Hold	500	–	–	﹤0.01%	823
2018 Q4	$18K	Hold	500	–	–	﹤0.01%	782
2018 Q3	$21K	Hold	500	–	–	﹤0.01%	789
2018 Q2	$21K	Hold	500	–	–	0.01%	775
2018 Q1	$21K	Buy	+500	New	+$20.8K	0.01%	743

Other funds holding EUDV

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RCWM

Royal Capital Wealth Management Carmel, Indiana $178M AUM 21.67% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Global Retirement Partners's EUDV Position: Q1 2023 in Review

Global Retirement Partners sold out of ProShares MSCI Europe Dividend Growers ETF (EUDV) in Q1 2023, closing a stake of 1,000 shares — an estimated $40.2K sold.

Global Retirement Partners first reported a position in EUDV in Q1 2018 and held it in 19 quarters. The position peaked at $112K in Q4 2019. 10 funds tracked by Wall St. Rank hold EUDV as of Q1 2023.

Global Retirement Partners reported no remaining ProShares MSCI Europe Dividend Growers ETF position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 1,000 ProShares MSCI Europe Dividend Growers ETF shares in Q1 2023, an estimated $40.2K.
Global Retirement Partners first reported a position in ProShares MSCI Europe Dividend Growers ETF in Q1 2018 and held it in 19 quarters.
Global Retirement Partners's ProShares MSCI Europe Dividend Growers ETF position peaked at $112K in Q4 2019.
10 funds tracked by Wall St. Rank held ProShares MSCI Europe Dividend Growers ETF as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.