IFP Advisors
EFZ icon

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% 3996
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 $104B AUM 28.3% 1-Year Est. Return
IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Solstein Capital
Solstein Capital Menlo Park, California $284M AUM 20.47% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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.