Key Financial Inc’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Key Financial Inc’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
2026 Q2	$4.7M	Buy	109,687 +17,016	+18%	+$724K	0.77%	32
2026 Q1	$3.79M	Buy	92,671 +25,871	+39%	+$1.09M	0.68%	33
2025 Q4	$2.78M	Buy	66,800 +13,980	+26%	+$587K	0.51%	41
2025 Q3	$2.24M	Buy	52,820 +5,268	+11%	+$222K	0.41%	51
2025 Q2	$2.04M	Buy	47,552 +19,217	+68%	+$790K	0.41%	49
2025 Q1	$1.1M	Buy	+28,335	New	+$1.09M	0.24%	73

Other funds holding EFAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFG

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

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Key Financial Inc's EFAD Position: Q2 2026 in Review

Key Financial Inc increased its ProShares MSCI EAFE Dividend Growers ETF (EFAD) stake by 18% in Q2 2026, buying an estimated $724K and bringing the position to 109,687 shares worth $4.7M. The position accounts for 0.77% of the portfolio, ranked #32.

Key Financial Inc first reported a position in EFAD in Q1 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold EFAD as of Q2 2026.

Key Financial Inc held 109,687 shares of ProShares MSCI EAFE Dividend Growers ETF worth $4.7M as of Q2 2026.
Key Financial Inc bought 17,016 ProShares MSCI EAFE Dividend Growers ETF shares in Q2 2026, an estimated $724K.
ProShares MSCI EAFE Dividend Growers ETF made up 0.77% of Key Financial Inc's portfolio in Q2 2026, its #32 holding.
Key Financial Inc first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
24 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.