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IFP Advisors’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

IFP Advisors’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
Q1 		– Sell
-1,479
Closed -$58K – 3663
2022
Q4 		$58K Sell
1,479
-39
-3% -$1.33K ﹤0.01% 2134
2022
Q3 		$60K Buy
1,518
+5
+0.3% +$174 ﹤0.01% 2229
2022
Q2 		$58K Hold
1,513
– – ﹤0.01% 2054
2022
Q1 		$58K Buy
+1,513
New +$62.7K ﹤0.01% 2054
2019
Q4 		– Sell
-1,701
Closed -$66.2K – 2905
2019
Q3 		$63K Buy
+1,701
New +$62.9K ﹤0.01% 1265
2019
Q1 		$70K Buy
1,862
+1,572
+542% +$56.4K 0.01% 828
2018
Q4 		$10K Sell
290
-1,397
-83% -$49.2K ﹤0.01% 2495
2018
Q3 		$64K Hold
1,687
– – ﹤0.01% 1755
2018
Q2 		$64K Sell
1,687
-169
-9% -$6.53K ﹤0.01% 1761
2018
Q1 		$72K Hold
1,856
– – ﹤0.01% 1579
2017
Q4 		$72K Hold
1,856
– – ﹤0.01% 1591
2017
Q3 		$70K Buy
1,856
+805
+77% +$29.9K ﹤0.01% 1779
2017
Q2 		$38K Buy
1,051
+217
+26% +$7.87K ﹤0.01% 2148
2017
Q1 		$29K Hold
834
– – ﹤0.01% 2257
2016
Q4 		$27K Buy
834
+31
+4% +$1.01K ﹤0.01% 2261
2016
Q3 		$28K Buy
803
+305
+61% +$10.9K ﹤0.01% 2184
2016
Q2 		$18K Sell
498
-1,364
-73% -$48.4K ﹤0.01% 2401
2016
Q1 		$70K Buy
+1,862
New +$63.5K 0.01% 828

Other funds holding EFAD

Morgan Stanley
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
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cetera Investment Advisers
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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors's EFAD Position: Q1 2023 in Review

IFP Advisors sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q1 2023, closing a stake of 1,479 shares — an estimated $58K sold.

IFP Advisors first reported a position in EFAD in Q1 2016 and held it in 18 quarters. The position peaked at $72K in Q1 2018. 35 funds tracked by Wall St. Rank hold EFAD as of Q1 2023.

  • IFP Advisors reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 1,479 ProShares MSCI EAFE Dividend Growers ETF shares in Q1 2023, an estimated $58K.
  • IFP Advisors first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q1 2016 and held it in 18 quarters.
  • IFP Advisors's ProShares MSCI EAFE Dividend Growers ETF position peaked at $72K in Q1 2018.
  • 35 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.