NewEdge Advisors
EFZ icon

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

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IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return
Solstein Capital
Solstein Capital Menlo Park, California $292M AUM 29.32% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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.