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

IronBridge Private 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
2023
Q2 		– Sell
-128,731
Closed -$4.75M – 38
2023
Q1 		$4.75M Sell
128,731
-16,346
-11% -$617K 3.03% 12
2022
Q4 		$5.8M Buy
+145,077
New +$6.15M 4.78% 9

Other funds holding EFZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IronBridge Private Wealth's EFZ Position: Q2 2023 in Review

IronBridge Private Wealth sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q2 2023, closing a stake of 128,731 shares — an estimated $4.75M sold.

IronBridge Private Wealth first reported a position in EFZ in Q4 2022 and held it in 2 quarters. The position peaked at $5.8M in Q4 2022. 27 funds tracked by Wall St. Rank hold EFZ as of Q2 2023.

  • IronBridge Private Wealth reported no remaining ProShares Trust Short MSCI EAFE position as of Q2 2023 after selling out during the quarter.
  • IronBridge Private Wealth sold 128,731 ProShares Trust Short MSCI EAFE shares in Q2 2023, an estimated $4.75M.
  • IronBridge Private Wealth first reported a position in ProShares Trust Short MSCI EAFE in Q4 2022 and held it in 2 quarters.
  • IronBridge Private Wealth's ProShares Trust Short MSCI EAFE position peaked at $5.8M in Q4 2022.
  • 27 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q2 2023.

Based on IronBridge Private Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.