NewEdge Advisors’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

NewEdge Advisors’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 Q4	–	Sell	-17,940	Closed	-$849K	–	4113
2022 Q3	$849K	Buy	17,940 +11,410	+175%	+$488K	0.01%	713
2022 Q2	$278K	Buy	+6,530	New	+$262K	﹤0.01%	1244

Other funds holding EFZ

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

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

IPW

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

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

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

NewEdge Advisors's EFZ Position: Q4 2022 in Review

NewEdge Advisors sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q4 2022, closing a stake of 17,940 shares — an estimated $849K sold.

NewEdge Advisors first reported a position in EFZ in Q2 2022 and held it in 2 quarters. The position peaked at $849K in Q3 2022. 34 funds tracked by Wall St. Rank hold EFZ as of Q4 2022.

NewEdge Advisors reported no remaining ProShares Trust Short MSCI EAFE position as of Q4 2022 after selling out during the quarter.
NewEdge Advisors sold 17,940 ProShares Trust Short MSCI EAFE shares in Q4 2022, an estimated $849K.
NewEdge Advisors first reported a position in ProShares Trust Short MSCI EAFE in Q2 2022 and held it in 2 quarters.
NewEdge Advisors's ProShares Trust Short MSCI EAFE position peaked at $849K in Q3 2022.
34 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q4 2022.

Based on NewEdge Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.