Gradient Investments’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Gradient Investments’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
2023 Q4	–	Sell	-517	Closed	-$18K	–	1851
2023 Q3	$18K	Hold	517	–	–	﹤0.01%	694
2023 Q2	$19.1K	Hold	517	–	–	﹤0.01%	697
2023 Q1	$19.4K	Hold	517	–	–	﹤0.01%	681
2022 Q4	$18.3K	Hold	517	–	–	﹤0.01%	701
2022 Q3	$16K	Hold	517	–	–	﹤0.01%	699
2022 Q2	$18K	Hold	517	–	–	﹤0.01%	664
2022 Q1	$21K	Hold	517	–	–	﹤0.01%	637
2021 Q4	$24K	Hold	517	–	–	﹤0.01%	618
2021 Q3	$24K	Hold	517	–	–	﹤0.01%	610
2021 Q2	$24K	Hold	517	–	–	﹤0.01%	601
2021 Q1	$22K	Hold	517	–	–	﹤0.01%	603
2020 Q4	$20K	Hold	517	–	–	﹤0.01%	569
2020 Q3	$20K	Hold	517	–	–	﹤0.01%	572
2020 Q2	$19K	Buy	+517	New	+$18.1K	﹤0.01%	534

Other funds holding EFAD

Morgan Stanley New York $1.66T AUM 25.57% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

CAAM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

RJA

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

Gradient Investments's EFAD Position: Q4 2023 in Review

Gradient Investments sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q4 2023, closing a stake of 517 shares — an estimated $18K sold.

Gradient Investments first reported a position in EFAD in Q2 2020 and held it in 14 quarters. The position peaked at $24K in Q4 2021. 31 funds tracked by Wall St. Rank hold EFAD as of Q4 2023.

Gradient Investments reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 517 ProShares MSCI EAFE Dividend Growers ETF shares in Q4 2023, an estimated $18K.
Gradient Investments first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q2 2020 and held it in 14 quarters.
Gradient Investments's ProShares MSCI EAFE Dividend Growers ETF position peaked at $24K in Q4 2021.
31 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.