WWM
EFAD icon

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

Western 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
Q4 		– Sell
-13,256
Closed -$555K – 679
2024
Q3 		$555K Buy
+13,256
New +$530K 0.03% 440

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
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Western Wealth Management's EFAD Position: Q4 2024 in Review

Western Wealth Management sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q4 2024, closing a stake of 13,256 shares — an estimated $555K sold.

Western Wealth Management first reported a position in EFAD in Q3 2024 and held it in 1 quarter. The position peaked at $555K in Q3 2024. 29 funds tracked by Wall St. Rank hold EFAD as of Q4 2024.

  • Western Wealth Management reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q4 2024 after selling out during the quarter.
  • Western Wealth Management sold 13,256 ProShares MSCI EAFE Dividend Growers ETF shares in Q4 2024, an estimated $555K.
  • Western Wealth Management first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q3 2024 and held it in 1 quarter.
  • Western Wealth Management's ProShares MSCI EAFE Dividend Growers ETF position peaked at $555K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.