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Moisand Fitzgerald Tamayo’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-1,205
Closed -$45.8K – 700
2023
Q3 		$45.8K Hold
1,205
– – 0.01% 189
2023
Q2 		$43.3K Hold
1,205
– – 0.01% 187
2023
Q1 		$44.4K Hold
1,205
– – 0.01% 194
2022
Q4 		$48.2K Buy
1,205
+75
+7% +$3.18K 0.01% 175
2022
Q3 		$53K Buy
+1,130
New +$48.3K 0.01% 157

Other funds holding EFZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
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

Moisand Fitzgerald Tamayo's EFZ Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q4 2023, closing a stake of 1,205 shares — an estimated $45.8K sold.

Moisand Fitzgerald Tamayo first reported a position in EFZ in Q3 2022 and held it in 5 quarters. The position peaked at $53K in Q3 2022. 27 funds tracked by Wall St. Rank hold EFZ as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining ProShares Trust Short MSCI EAFE position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 1,205 ProShares Trust Short MSCI EAFE shares in Q4 2023, an estimated $45.8K.
  • Moisand Fitzgerald Tamayo first reported a position in ProShares Trust Short MSCI EAFE in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's ProShares Trust Short MSCI EAFE position peaked at $53K in Q3 2022.
  • 27 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.