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Scissortail Wealth Management’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Scissortail Wealth 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
2024
Q1 		– Sell
-12,450
Closed -$479K – 153
2023
Q4 		$479K Buy
+12,450
New +$444K 0.15% 107
2023
Q1 		– Sell
-13,325
Closed -$495K – 68
2022
Q4 		$495K Buy
+13,325
New +$453K 0.29% 76

Other funds holding EFAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Scissortail Wealth Management's EFAD Position: Q1 2024 in Review

Scissortail Wealth Management sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q1 2024, closing a stake of 12,450 shares — an estimated $479K sold.

Scissortail Wealth Management first reported a position in EFAD in Q4 2022 and held it in 2 quarters. The position peaked at $495K in Q4 2022. 30 funds tracked by Wall St. Rank hold EFAD as of Q1 2024.

  • Scissortail Wealth Management reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 12,450 ProShares MSCI EAFE Dividend Growers ETF shares in Q1 2024, an estimated $479K.
  • Scissortail Wealth Management first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q4 2022 and held it in 2 quarters.
  • Scissortail Wealth Management's ProShares MSCI EAFE Dividend Growers ETF position peaked at $495K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.