LPL Financial
EFZ icon

LPL Financial’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

LPL Financial’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
2026
Q1 		$1.8M Sell
71,628
-20,968
-23% -$513K ﹤0.01% 3623
2025
Q4 		$2.35M Sell
92,596
-488
-0.5% -$12.8K ﹤0.01% 3241
2025
Q3 		$2.48M Buy
93,084
+8
+0% +$219 ﹤0.01% 3123
2025
Q2 		$2.57M Sell
93,076
-14,385
-13% -$425K ﹤0.01% 2890
2025
Q1 		$3.34M Sell
107,461
-3,971
-4% -$125K ﹤0.01% 2477
2024
Q4 		$3.72M Buy
111,432
+20,606
+23% +$668K ﹤0.01% 2312
2024
Q3 		$2.78M Buy
+90,826
New +$2.92M ﹤0.01% 2431
2023
Q4 		– Sell
-14,347
Closed -$545K – 4823
2023
Q3 		$545K Buy
14,347
+87
+0.6% +$3.19K ﹤0.01% 3416
2023
Q2 		$512K Buy
14,260
+12
+0.1% +$437 ﹤0.01% 3427
2023
Q1 		$525K Sell
14,248
-144,857
-91% -$5.47M ﹤0.01% 3279
2022
Q4 		$6.36M Buy
159,105
+99,582
+167% +$4.22M 0.01% 1307
2022
Q3 		$2.82M Sell
59,523
-40,709
-41% -$1.74M ﹤0.01% 1750
2022
Q2 		$4.27M Buy
+100,232
New +$4.02M ﹤0.01% 1513
2020
Q4 		– Sell
-4,436
Closed -$211K – 3819
2020
Q3 		$211K Sell
4,436
-85
-2% -$4.05K ﹤0.01% 3161
2020
Q2 		$227K Sell
4,521
-2,086
-32% -$113K ﹤0.01% 3040
2020
Q1 		$393K Buy
6,607
+1,880
+40% +$100K ﹤0.01% 2271
2019
Q4 		$229K Sell
4,727
-1,382
-23% -$69.8K ﹤0.01% 2991
2019
Q3 		$320K Buy
6,109
+481
+9% +$25.5K ﹤0.01% 2625
2019
Q2 		$292K Sell
5,628
-681
-11% -$36.2K ﹤0.01% 2716
2019
Q1 		$338K Buy
6,309
+232
+4% +$12.8K ﹤0.01% 2540
2018
Q4 		$359K Sell
6,077
-3,527
-37% -$198K ﹤0.01% 2317
2018
Q3 		$496K Hold
9,604
– – ﹤0.01% 2242
2018
Q2 		$502K Hold
9,604
– – ﹤0.01% 2187
2018
Q1 		$491K Buy
9,604
+573
+6% +$28.7K ﹤0.01% 2163
2017
Q4 		$460K Sell
9,031
-207
-2% -$10.7K ﹤0.01% 2129
2017
Q3 		$488K Buy
9,238
+171
+2% +$9.24K ﹤0.01% 1963
2017
Q2 		$503K Sell
9,067
-170
-2% -$9.64K ﹤0.01% 1875
2017
Q1 		$546K Sell
9,237
-23,182
-72% -$1.41M ﹤0.01% 1723
2016
Q4 		$2.06M Sell
32,419
-33,200
-51% -$2.14M 0.02% 782
2016
Q3 		$4.16M Buy
65,619
+6,957
+12% +$449K 0.04% 447
2016
Q2 		$4.02M Sell
58,662
-18,539
-24% -$1.25M 0.03% 445
2016
Q1 		$5.43M Buy
77,201
+72,915
+1,701% +$5.18M 0.02% 681
2015
Q4 		$292K Buy
4,286
+228
+6% +$15.1K ﹤0.01% 2556
2015
Q3 		$272K Buy
+4,058
New +$266K ﹤0.01% 2274
2015
Q1 		– Sell
-3,117
Closed -$215K – 2809
2014
Q4 		$215K Sell
3,117
-1,041
-25% -$70.9K ﹤0.01% 2451
2014
Q3 		$281K Sell
4,158
-543
-12% -$34.9K ﹤0.01% 2225
2014
Q2 		$295K Sell
4,701
-2,422
-34% -$156K ﹤0.01% 2213
2014
Q1 		$468K Sell
7,123
-9,204
-56% -$619K ﹤0.01% 1785
2013
Q4 		$1.08M Buy
16,327
+9,667
+145% +$666K 0.01% 1195
2013
Q3 		$466K Sell
6,660
-4,901
-42% -$363K ﹤0.01% 1708
2013
Q2 		$918K Buy
+11,561
New +$894K 0.01% 1179

Other funds holding EFZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM

LPL Financial's EFZ Position: Q1 2026 in Review

LPL Financial reduced its ProShares Trust Short MSCI EAFE (EFZ) stake by 23% in Q1 2026, selling an estimated $513K and leaving 71,628 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

LPL Financial first reported a position in EFZ in Q2 2013 and has held it in 41 quarters since. The position peaked at $6.36M in Q4 2022. 13 funds tracked by Wall St. Rank hold EFZ as of Q1 2026.

  • LPL Financial held 71,628 shares of ProShares Trust Short MSCI EAFE worth $1.8M as of Q1 2026.
  • LPL Financial sold 20,968 ProShares Trust Short MSCI EAFE shares in Q1 2026, an estimated $513K.
  • ProShares Trust Short MSCI EAFE made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3623 holding.
  • LPL Financial first reported a position in ProShares Trust Short MSCI EAFE in Q2 2013 and has held it in 41 quarters since.
  • LPL Financial's ProShares Trust Short MSCI EAFE position peaked at $6.36M in Q4 2022.
  • 13 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.