HighTower Advisors
EAFD

HighTower Advisors’s Simplify Developed Ex-US PLUS Downside Convexity ETF EAFD Stock Holding History

HighTower Advisors’s Portfolio EAFD Stock Details EAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-357,068
Closed -$6.58M – 3730
2022
Q4 		$6.58M Sell
357,068
-234,003
-40% -$4.23M 0.02% 741
2022
Q3 		$10.5M Buy
591,071
+6,582
+1% +$126K 0.03% 554
2022
Q2 		$11.2M Buy
584,489
+38,953
+7% +$830K 0.03% 535
2022
Q1 		$12.6M Buy
+545,536
New +$13M 0.03% 534

Other funds holding EAFD

OIA
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KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return