L.J. Altfest & Co’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

L.J. Altfest & Co’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
2022 Q1	–	Sell	-101,443	Closed	-$3.61M	–	262
2021 Q4	$3.61M	Buy	101,443 +42,269	+71%	+$1.52M	0.69%	30
2021 Q3	$2.18M	Buy	+59,174	New	+$2.14M	0.46%	40

Other funds holding EFZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

BHWA

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

L.J. Altfest & Co's EFZ Position: Q1 2022 in Review

L.J. Altfest & Co sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q1 2022, closing a stake of 101,443 shares — an estimated $3.61M sold.

L.J. Altfest & Co first reported a position in EFZ in Q3 2021 and held it in 2 quarters. The position peaked at $3.61M in Q4 2021. 14 funds tracked by Wall St. Rank hold EFZ as of Q1 2022.

L.J. Altfest & Co reported no remaining ProShares Trust Short MSCI EAFE position as of Q1 2022 after selling out during the quarter.
L.J. Altfest & Co sold 101,443 ProShares Trust Short MSCI EAFE shares in Q1 2022, an estimated $3.61M.
L.J. Altfest & Co first reported a position in ProShares Trust Short MSCI EAFE in Q3 2021 and held it in 2 quarters.
L.J. Altfest & Co's ProShares Trust Short MSCI EAFE position peaked at $3.61M in Q4 2021.
14 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q1 2022.

Based on L.J. Altfest & Co's 13F filing for Q1 2022, filed 2 May 2022.