Morgan Stanley’s ProShares Ultra MSCI EAFE EFO Stock Holding History

Morgan Stanley’s Portfolio EFO Stock Details EFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105	Hold	1	–	–	﹤0.01%	7791
2025 Q4	$70	Hold	1	–	–	﹤0.01%	7752
2025 Q3	$62	Sell	1 -4	-80%	-$229	﹤0.01%	7779
2025 Q2	$283	Buy	5 +3	+150%	+$152	﹤0.01%	7524
2025 Q1	$139	Buy	2 +1	+100%	+$46	﹤0.01%	7517
2024 Q4	$49	Buy	+1	New	+$45	﹤0.01%	7608
2024 Q1	–	Sell	-2	Closed	-$96	–	7861
2023 Q4	$96	Buy	+2	New	+$75	﹤0.01%	7480
2019 Q1	–	Sell	-1,839	Closed	-$56K	–	6615
2018 Q4	$56K	Hold	1,839	–	–	﹤0.01%	5729
2018 Q3	$75K	Hold	1,839	–	–	﹤0.01%	5772
2018 Q2	$74K	Hold	1,839	–	–	﹤0.01%	5815
2018 Q1	$78K	Hold	1,839	–	–	﹤0.01%	5771
2017 Q4	$81K	Hold	1,839	–	–	﹤0.01%	5701
2017 Q3	$76K	Hold	1,839	–	–	﹤0.01%	5649
2017 Q2	$69K	Hold	1,839	–	–	﹤0.01%	5770
2017 Q1	$62K	Hold	1,839	–	–	﹤0.01%	5766
2016 Q4	$54K	Hold	1,839	–	–	﹤0.01%	5727
2016 Q3	$56K	Buy	+1,839	New	+$53.5K	﹤0.01%	5535

Other funds holding EFO

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PCA

PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return

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

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Morgan Stanley's EFO Position: Q1 2026 in Review

Morgan Stanley held its ProShares Ultra MSCI EAFE (EFO) position steady in Q1 2026 at 1 share worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #7791.

Morgan Stanley first reported a position in EFO in Q3 2016 and has held it in 17 quarters since. The position peaked at $81K in Q4 2017. 12 funds tracked by Wall St. Rank hold EFO as of Q1 2026.

Morgan Stanley held 1 share of ProShares Ultra MSCI EAFE worth $105 as of Q1 2026.
Morgan Stanley left its ProShares Ultra MSCI EAFE share count unchanged in Q1 2026.
ProShares Ultra MSCI EAFE made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7791 holding.
Morgan Stanley first reported a position in ProShares Ultra MSCI EAFE in Q3 2016 and has held it in 17 quarters since.
Morgan Stanley's ProShares Ultra MSCI EAFE position peaked at $81K in Q4 2017.
12 funds tracked by Wall St. Rank held ProShares Ultra MSCI EAFE as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.