IA
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IFP Advisors’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

IFP 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
2023
Q1 		– Sell
-47
Closed -$3K – 3666
2022
Q4 		$3K Buy
+47
New +$1.99K ﹤0.01% 3997
2017
Q2 		– Sell
-203
Closed -$12K – 4105
2017
Q1 		$12K Sell
203
-220
-52% -$13.4K ﹤0.01% 2806
2016
Q4 		$27K Buy
423
+16
+4% +$1.03K ﹤0.01% 2263
2016
Q3 		$26K Sell
407
-297
-42% -$19.2K ﹤0.01% 2234
2016
Q2 		$47K Buy
+704
New +$47.3K ﹤0.01% 1797
2016
Q1 		– Sell
-2,700
Closed -$181K – 2636
2015
Q4 		$181K Buy
+2,700
New +$179K 0.01% 873

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

IFP Advisors's EFZ Position: Q1 2023 in Review

IFP Advisors sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q1 2023, closing a stake of 47 shares — an estimated $3K sold.

IFP Advisors first reported a position in EFZ in Q4 2015 and held it in 6 quarters. The position peaked at $181K in Q4 2015. 26 funds tracked by Wall St. Rank hold EFZ as of Q1 2023.

  • IFP Advisors reported no remaining ProShares Trust Short MSCI EAFE position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 47 ProShares Trust Short MSCI EAFE shares in Q1 2023, an estimated $3K.
  • IFP Advisors first reported a position in ProShares Trust Short MSCI EAFE in Q4 2015 and held it in 6 quarters.
  • IFP Advisors's ProShares Trust Short MSCI EAFE position peaked at $181K in Q4 2015.
  • 26 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.