AF
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Allworth Financial’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Allworth Financial’s Portfolio EFZ Stock Details EFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-404
Closed -$14.5K – 3468
2023
Q2 		$14.5K Sell
404
-63
-13% -$2.29K ﹤0.01% 1726
2023
Q1 		$17.2K Buy
+467
New +$17.6K ﹤0.01% 1549

Other funds holding EFZ

HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Allworth Financial's EFZ Position: Q3 2023 in Review

Allworth Financial sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q3 2023, closing a stake of 404 shares — an estimated $14.5K sold.

Allworth Financial first reported a position in EFZ in Q1 2023 and held it in 2 quarters. The position peaked at $17.2K in Q1 2023. 19 funds tracked by Wall St. Rank hold EFZ as of Q3 2023.

  • Allworth Financial reported no remaining ProShares Trust Short MSCI EAFE position as of Q3 2023 after selling out during the quarter.
  • Allworth Financial sold 404 ProShares Trust Short MSCI EAFE shares in Q3 2023, an estimated $14.5K.
  • Allworth Financial first reported a position in ProShares Trust Short MSCI EAFE in Q1 2023 and held it in 2 quarters.
  • Allworth Financial's ProShares Trust Short MSCI EAFE position peaked at $17.2K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.