Kings Point Capital Management’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Kings Point Capital Management’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
2022 Q1	$36K	Hold	899	–	–	﹤0.01%	386
2021 Q4	$41K	Hold	899	–	–	﹤0.01%	419
2021 Q3	$42K	Hold	899	–	–	﹤0.01%	382
2021 Q2	$41K	Hold	899	–	–	﹤0.01%	373
2021 Q1	$39K	Hold	899	–	–	﹤0.01%	364
2020 Q4	$39K	Hold	899	–	–	﹤0.01%	342
2020 Q3	$36K	Hold	899	–	–	﹤0.01%	341
2020 Q2	$33K	Hold	899	–	–	﹤0.01%	318
2020 Q1	$29K	Hold	899	–	–	0.01%	336
2019 Q4	$37K	Hold	899	–	–	0.01%	350
2019 Q3	$34K	Hold	899	–	–	0.01%	344
2019 Q2	$34K	Buy	+899	New	+$33.2K	0.01%	301

Other funds holding EFAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAAM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Kings Point Capital Management's EFAD Position: Q1 2022 in Review

Kings Point Capital Management held its ProShares MSCI EAFE Dividend Growers ETF (EFAD) position steady in Q1 2022 at 899 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Kings Point Capital Management first reported a position in EFAD in Q2 2019 and has held it in 12 quarters since. The position peaked at $42K in Q3 2021. 46 funds tracked by Wall St. Rank hold EFAD as of Q1 2022.

Kings Point Capital Management held 899 shares of ProShares MSCI EAFE Dividend Growers ETF worth $36K as of Q1 2022.
Kings Point Capital Management left its ProShares MSCI EAFE Dividend Growers ETF share count unchanged in Q1 2022.
ProShares MSCI EAFE Dividend Growers ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #386 holding.
Kings Point Capital Management first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q2 2019 and has held it in 12 quarters since.
Kings Point Capital Management's ProShares MSCI EAFE Dividend Growers ETF position peaked at $42K in Q3 2021.
46 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.