SHP Wealth Management
EFAS icon

SHP Wealth Management’s Global X MSCI SuperDividend EAFE ETF EFAS Stock Holding History

SHP Wealth Management’s Portfolio EFAS Stock Details EFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.7K Hold
2,512
– – ﹤0.01% 528
2026
Q1 		$53.2K Hold
2,512
– – ﹤0.01% 479
2025
Q4 		$48.7K Buy
+2,512
New +$47.2K ﹤0.01% 485

Other funds holding EFAS

3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

SHP Wealth Management's EFAS Position: Q2 2026 in Review

SHP Wealth Management held its Global X MSCI SuperDividend EAFE ETF (EFAS) position steady in Q2 2026 at 2,512 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

SHP Wealth Management first reported a position in EFAS in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold EFAS as of Q2 2026.

  • SHP Wealth Management held 2,512 shares of Global X MSCI SuperDividend EAFE ETF worth $53.7K as of Q2 2026.
  • SHP Wealth Management left its Global X MSCI SuperDividend EAFE ETF share count unchanged in Q2 2026.
  • Global X MSCI SuperDividend EAFE ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #528 holding.
  • SHP Wealth Management first reported a position in Global X MSCI SuperDividend EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Global X MSCI SuperDividend EAFE ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.