B. Riley Wealth Advisors’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

B. Riley Wealth Advisors’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 Q1	–	Sell	-19,961	Closed	-$798K	–	1549
2022 Q4	$798K	Sell	19,961 -6,661	-25%	-$282K	0.02%	613
2022 Q3	$1.26M	Buy	+26,622	New	+$1.14M	0.04%	431
2015 Q1	–	Sell	-8	Closed	-$1	–	952
2014 Q4	$1	Buy	+8	New	+$545	﹤0.01%	3537
2014 Q3	–	Sell	-724	Closed	-$45.5K	–	980
2014 Q2	$45.5K	Buy	+724	New	+$46.5K	0.01%	1073
2013 Q4	–	Sell	-1,899	Closed	-$135K	–	688
2013 Q3	$135K	Sell	1,899 -2,339	-55%	-$173K	0.05%	463
2013 Q2	$337K	Buy	+4,238	New	+$328K	0.11%	203

Other funds holding EFZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IPW

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

B. Riley Wealth Advisors's EFZ Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q1 2023, closing a stake of 19,961 shares — an estimated $798K sold.

B. Riley Wealth Advisors first reported a position in EFZ in Q2 2013 and held it in 6 quarters. The position peaked at $1.26M in Q3 2022. 26 funds tracked by Wall St. Rank hold EFZ as of Q1 2023.

B. Riley Wealth Advisors reported no remaining ProShares Trust Short MSCI EAFE position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 19,961 ProShares Trust Short MSCI EAFE shares in Q1 2023, an estimated $798K.
B. Riley Wealth Advisors first reported a position in ProShares Trust Short MSCI EAFE in Q2 2013 and held it in 6 quarters.
B. Riley Wealth Advisors's ProShares Trust Short MSCI EAFE position peaked at $1.26M in Q3 2022.
26 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.