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

Hedeker Wealth’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
Q3 		– Sell
-6,624
Closed -$217K – 87
2024
Q2 		$217K Hold
6,624
– – 0.06% 84
2024
Q1 		$216K Hold
6,624
– – 0.06% 88
2023
Q4 		$227K Hold
6,624
– – 0.07% 87
2023
Q3 		$252K Hold
6,624
– – 0.09% 83
2023
Q2 		$238K Hold
6,624
– – 0.08% 90
2023
Q1 		$244K Hold
6,624
– – 0.09% 90
2022
Q4 		$265K Buy
6,624
+450
+7% +$19.1K 0.1% 88
2022
Q3 		$292K Buy
+6,174
New +$264K 0.11% 82
2015
Q4 		– Sell
-7,217
Closed -$504K – 151
2015
Q3 		$504K Buy
+7,217
New +$473K 0.44% 56

Other funds holding EFZ

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 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

Hedeker Wealth's EFZ Position: Q3 2024 in Review

Hedeker Wealth sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q3 2024, closing a stake of 6,624 shares — an estimated $217K sold.

Hedeker Wealth first reported a position in EFZ in Q3 2015 and held it in 9 quarters. The position peaked at $504K in Q3 2015. 15 funds tracked by Wall St. Rank hold EFZ as of Q3 2024.

  • Hedeker Wealth reported no remaining ProShares Trust Short MSCI EAFE position as of Q3 2024 after selling out during the quarter.
  • Hedeker Wealth sold 6,624 ProShares Trust Short MSCI EAFE shares in Q3 2024, an estimated $217K.
  • Hedeker Wealth first reported a position in ProShares Trust Short MSCI EAFE in Q3 2015 and held it in 9 quarters.
  • Hedeker Wealth's ProShares Trust Short MSCI EAFE position peaked at $504K in Q3 2015.
  • 15 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q3 2024.

Based on Hedeker Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.