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Total Wealth Planning & Management’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Total Wealth Planning & 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
2025
Q2 		$762K Buy
+17,746
New +$730K 0.62% 44

Other funds holding EFAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Total Wealth Planning & Management's EFAD Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q2 2025: 17,746 shares worth $762K. The stake represents 0.62% of the portfolio and ranks #44 among its holdings.

26 funds tracked by Wall St. Rank hold EFAD as of Q2 2025.

  • Total Wealth Planning & Management held 17,746 shares of ProShares MSCI EAFE Dividend Growers ETF worth $762K as of Q2 2025.
  • ProShares MSCI EAFE Dividend Growers ETF was a new Total Wealth Planning & Management position in Q2 2025.
  • ProShares MSCI EAFE Dividend Growers ETF made up 0.62% of Total Wealth Planning & Management's portfolio in Q2 2025, its #44 holding.
  • 26 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.