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Clear Point Advisors’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-1
Closed -$15 – 227
2024
Q3 		$15 Hold
1
– – ﹤0.01% 568
2024
Q2 		$16 Hold
1
– – ﹤0.01% 562
2024
Q1 		$16 Hold
1
– – ﹤0.01% 562
2023
Q4 		$17 Buy
+1
New +$37 ﹤0.01% 542

Other funds holding EFZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Point Advisors's EFZ Position: Q4 2024 in Review

Clear Point Advisors sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q4 2024, closing a stake of 1 share — an estimated $15 sold.

Clear Point Advisors first reported a position in EFZ in Q4 2023 and held it in 4 quarters. The position peaked at $17 in Q4 2023. 10 funds tracked by Wall St. Rank hold EFZ as of Q4 2024.

  • Clear Point Advisors reported no remaining ProShares Trust Short MSCI EAFE position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1 ProShares Trust Short MSCI EAFE share in Q4 2024, an estimated $15.
  • Clear Point Advisors first reported a position in ProShares Trust Short MSCI EAFE in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's ProShares Trust Short MSCI EAFE position peaked at $17 in Q4 2023.
  • 10 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.