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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
2025
Q1 		– Sell
-12,556
Closed -$465K – 695
2024
Q4 		$465K Sell
12,556
-700
-5% -$27.4K 0.02% 481
2024
Q3 		$555K Buy
+13,256
New +$530K 0.03% 440

Other funds holding EFAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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 $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Western Wealth Management's EFAD Position: Q1 2025 in Review

Western Wealth Management sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q1 2025, closing a stake of 12,556 shares — an estimated $465K sold.

Western Wealth Management first reported a position in EFAD in Q3 2024 and held it in 2 quarters. The position peaked at $555K in Q3 2024. 29 funds tracked by Wall St. Rank hold EFAD as of Q1 2025.

  • Western Wealth Management reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q1 2025 after selling out during the quarter.
  • Western Wealth Management sold 12,556 ProShares MSCI EAFE Dividend Growers ETF shares in Q1 2025, an estimated $465K.
  • Western Wealth Management first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q3 2024 and held it in 2 quarters.
  • 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 Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.