Institutional & Family Asset Management’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Institutional & Family Asset Management’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
2020 Q3	–	Sell	-200	Closed	-$10K	–	846
2020 Q2	$10K	Buy	+200	New	+$10.9K	﹤0.01%	486

Other funds holding EFZ

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SCM

Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institutional & Family Asset Management's EFZ Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q3 2020, closing a stake of 200 shares — an estimated $10K sold.

Institutional & Family Asset Management first reported a position in EFZ in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 14 funds tracked by Wall St. Rank hold EFZ as of Q3 2020.

Institutional & Family Asset Management reported no remaining ProShares Trust Short MSCI EAFE position as of Q3 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 200 ProShares Trust Short MSCI EAFE shares in Q3 2020, an estimated $10K.
Institutional & Family Asset Management first reported a position in ProShares Trust Short MSCI EAFE in Q2 2020 and held it in 1 quarter.
Institutional & Family Asset Management's ProShares Trust Short MSCI EAFE position peaked at $10K in Q2 2020.
14 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.