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Clearview Wealth Advisors’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Clearview 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
2024
Q1 		– Sell
-57,208
Closed -$1.96M – 112
2023
Q4 		$1.96M Buy
+57,208
New +$2.13M 2.29% 8
2023
Q3 		– Sell
-20
Closed -$719 – 262
2023
Q2 		$719 Hold
20
– – ﹤0.01% 623
2023
Q1 		$737 Buy
+20
New +$755 ﹤0.01% 597

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

Clearview Wealth Advisors's EFZ Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q1 2024, closing a stake of 57,208 shares — an estimated $1.96M sold.

Clearview Wealth Advisors first reported a position in EFZ in Q1 2023 and held it in 3 quarters. The position peaked at $1.96M in Q4 2023. 18 funds tracked by Wall St. Rank hold EFZ as of Q1 2024.

  • Clearview Wealth Advisors reported no remaining ProShares Trust Short MSCI EAFE position as of Q1 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 57,208 ProShares Trust Short MSCI EAFE shares in Q1 2024, an estimated $1.96M.
  • Clearview Wealth Advisors first reported a position in ProShares Trust Short MSCI EAFE in Q1 2023 and held it in 3 quarters.
  • Clearview Wealth Advisors's ProShares Trust Short MSCI EAFE position peaked at $1.96M in Q4 2023.
  • 18 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.