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WFA of San Diego’s ProShares Ultra MSCI EAFE EFO Stock Holding History

WFA of San Diego’s Portfolio EFO Stock Details EFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-70
Closed -$3.95K – 423
2025
Q2 		$3.95K Buy
+70
New +$3.54K ﹤0.01% 368
2024
Q3 		$3.54K Sell
70
-27
-28% -$1.28K ﹤0.01% 333
2024
Q2 		$4.4K Buy
+97
New +$4.46K ﹤0.01% 321
2023
Q3 		$5.95K Buy
165
+45
+38% +$1.79K 0.01% 299
2023
Q2 		$4.98K Buy
+120
New +$4.92K ﹤0.01% 311

Other funds holding EFO

DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFA of San Diego's EFO Position: Q3 2025 in Review

WFA of San Diego sold out of ProShares Ultra MSCI EAFE (EFO) in Q3 2025, closing a stake of 70 shares — an estimated $3.95K sold.

WFA of San Diego first reported a position in EFO in Q2 2023 and held it in 5 quarters. The position peaked at $5.95K in Q3 2023. 11 funds tracked by Wall St. Rank hold EFO as of Q3 2025.

  • WFA of San Diego reported no remaining ProShares Ultra MSCI EAFE position as of Q3 2025 after selling out during the quarter.
  • WFA of San Diego sold 70 ProShares Ultra MSCI EAFE shares in Q3 2025, an estimated $3.95K.
  • WFA of San Diego first reported a position in ProShares Ultra MSCI EAFE in Q2 2023 and held it in 5 quarters.
  • WFA of San Diego's ProShares Ultra MSCI EAFE position peaked at $5.95K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held ProShares Ultra MSCI EAFE as of Q3 2025.

Based on WFA of San Diego's 13F filing for Q3 2025, filed 17 Feb 2026.