Steward Partners Investment Advisory’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Steward Partners Investment Advisory’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
2021 Q1	–	Sell	-1,100	Closed	-$48K	–	3438
2020 Q4	$48K	Hold	1,100	–	–	﹤0.01%	1688
2020 Q3	$44K	Hold	1,100	–	–	﹤0.01%	1553
2020 Q2	$41K	Buy	1,100 +400	+57%	+$14K	﹤0.01%	1494
2020 Q1	$22K	Sell	700 -2,650	-79%	-$99.6K	﹤0.01%	1573
2019 Q4	$136K	Buy	3,350 +1,350	+68%	+$52.5K	﹤0.01%	1007
2019 Q3	$74K	Buy	+2,000	New	+$74K	﹤0.01%	1199

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's EFAD Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q1 2021, closing a stake of 1,100 shares — an estimated $48K sold.

Steward Partners Investment Advisory first reported a position in EFAD in Q3 2019 and held it in 6 quarters. The position peaked at $136K in Q4 2019. 36 funds tracked by Wall St. Rank hold EFAD as of Q1 2021.

Steward Partners Investment Advisory reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q1 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,100 ProShares MSCI EAFE Dividend Growers ETF shares in Q1 2021, an estimated $48K.
Steward Partners Investment Advisory first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q3 2019 and held it in 6 quarters.
Steward Partners Investment Advisory's ProShares MSCI EAFE Dividend Growers ETF position peaked at $136K in Q4 2019.
36 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.