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Belpointe Asset Management’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Belpointe Asset Management’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
2024
Q1 		– Sell
-7,598
Closed -$261K – 802
2023
Q4 		$261K Buy
+7,598
New +$283K 0.02% 579
2023
Q2 		– Sell
-3
Closed -$112 – 1344
2023
Q1 		$112 Sell
3
-7,411
-100% -$280K ﹤0.01% 3716
2022
Q4 		$297K Buy
7,414
+5,039
+212% +$213K 0.02% 734
2022
Q3 		$112K Sell
2,375
-740
-24% -$31.6K 0.01% 1108
2022
Q2 		$133K Buy
+3,115
New +$125K 0.01% 993

Other funds holding EFZ

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Belpointe Asset Management's EFZ Position: Q1 2024 in Review

Belpointe Asset Management sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q1 2024, closing a stake of 7,598 shares — an estimated $261K sold.

Belpointe Asset Management first reported a position in EFZ in Q2 2022 and held it in 5 quarters. The position peaked at $297K in Q4 2022. 18 funds tracked by Wall St. Rank hold EFZ as of Q1 2024.

  • Belpointe Asset Management reported no remaining ProShares Trust Short MSCI EAFE position as of Q1 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 7,598 ProShares Trust Short MSCI EAFE shares in Q1 2024, an estimated $261K.
  • Belpointe Asset Management first reported a position in ProShares Trust Short MSCI EAFE in Q2 2022 and held it in 5 quarters.
  • Belpointe Asset Management's ProShares Trust Short MSCI EAFE position peaked at $297K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q1 2024.

Based on Belpointe Asset Management's 13F filing for Q1 2024, filed 8 May 2024.