Osaic Holdings
EFO icon

Osaic Holdings’s ProShares Ultra MSCI EAFE EFO Stock Holding History

Osaic Holdings’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
Q2 		– Sell
-5,872
Closed -$373K – 8047
2026
Q1 		$373K Buy
5,872
+4,900
+504% +$336K ﹤0.01% 3630
2025
Q4 		$62.1K Hold
972
– – ﹤0.01% 5093
2025
Q3 		$56.4K Hold
972
– – ﹤0.01% 5229
2025
Q2 		$54.8K Buy
+972
New +$49.2K ﹤0.01% 4981
2021
Q1 		– Sell
-800
Closed -$35K – 6835
2020
Q4 		$35K Hold
800
– – ﹤0.01% 4807
2020
Q3 		$26K Sell
800
-1,368
-63% -$46K ﹤0.01% 4753
2020
Q2 		$67K Hold
2,168
– – ﹤0.01% 3980
2020
Q1 		$52K Buy
+2,168
New +$77.6K ﹤0.01% 3941

Other funds holding EFO

DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $66.6M AUM 28.35% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings's EFO Position: Q2 2026 in Review

Osaic Holdings sold out of ProShares Ultra MSCI EAFE (EFO) in Q2 2026, closing a stake of 5,872 shares — an estimated $373K sold.

Osaic Holdings first reported a position in EFO in Q1 2020 and held it in 8 quarters. The position peaked at $373K in Q1 2026. 8 funds tracked by Wall St. Rank hold EFO as of Q2 2026.

  • Osaic Holdings reported no remaining ProShares Ultra MSCI EAFE position as of Q2 2026 after selling out during the quarter.
  • Osaic Holdings sold 5,872 ProShares Ultra MSCI EAFE shares in Q2 2026, an estimated $373K.
  • Osaic Holdings first reported a position in ProShares Ultra MSCI EAFE in Q1 2020 and held it in 8 quarters.
  • Osaic Holdings's ProShares Ultra MSCI EAFE position peaked at $373K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held ProShares Ultra MSCI EAFE as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.