JWCA
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J.W. Cole Advisors’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

J.W. Cole 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
2021
Q4 		– Sell
-149,423
Closed -$8.42M – 851
2021
Q3 		$8.42M Buy
+149,423
New +$7.16M 0.6% 29

Other funds holding EFAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J.W. Cole Advisors's EFAD Position: Q4 2021 in Review

J.W. Cole Advisors sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q4 2021, closing a stake of 149,423 shares — an estimated $8.42M sold.

J.W. Cole Advisors first reported a position in EFAD in Q3 2021 and held it in 1 quarter. The position peaked at $8.42M in Q3 2021. 44 funds tracked by Wall St. Rank hold EFAD as of Q4 2021.

  • J.W. Cole Advisors reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q4 2021 after selling out during the quarter.
  • J.W. Cole Advisors sold 149,423 ProShares MSCI EAFE Dividend Growers ETF shares in Q4 2021, an estimated $8.42M.
  • J.W. Cole Advisors first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q3 2021 and held it in 1 quarter.
  • J.W. Cole Advisors's ProShares MSCI EAFE Dividend Growers ETF position peaked at $8.42M in Q3 2021.
  • 44 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q4 2021.

Based on J.W. Cole Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.