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Balboa Wealth Partners’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Balboa Wealth Partners’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
-25,192
Closed -$1.01M – 305
2022
Q4 		$1.01M Sell
25,192
-168
-0.7% -$7.12K 0.45% 52
2022
Q3 		$1.2M Buy
+25,360
New +$1.08M 0.53% 38

Other funds holding EFZ

HighTower Advisors
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
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

Balboa Wealth Partners's EFZ Position: Q1 2023 in Review

Balboa Wealth Partners sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q1 2023, closing a stake of 25,192 shares — an estimated $1.01M sold.

Balboa Wealth Partners first reported a position in EFZ in Q3 2022 and held it in 2 quarters. The position peaked at $1.2M in Q3 2022. 26 funds tracked by Wall St. Rank hold EFZ as of Q1 2023.

  • Balboa Wealth Partners reported no remaining ProShares Trust Short MSCI EAFE position as of Q1 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 25,192 ProShares Trust Short MSCI EAFE shares in Q1 2023, an estimated $1.01M.
  • Balboa Wealth Partners first reported a position in ProShares Trust Short MSCI EAFE in Q3 2022 and held it in 2 quarters.
  • Balboa Wealth Partners's ProShares Trust Short MSCI EAFE position peaked at $1.2M in Q3 2022.
  • 26 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q1 2023.

Based on Balboa Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.