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Selective Wealth Management’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Selective Wealth Management’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
Q3 		– Sell
-1,250
Closed -$53K – 782
2022
Q2 		$53K Buy
+1,250
New +$50.2K 0.02% 311

Other funds holding EFZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Selective Wealth Management's EFZ Position: Q3 2022 in Review

Selective Wealth Management sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q3 2022, closing a stake of 1,250 shares — an estimated $53K sold.

Selective Wealth Management first reported a position in EFZ in Q2 2022 and held it in 1 quarter. The position peaked at $53K in Q2 2022. 34 funds tracked by Wall St. Rank hold EFZ as of Q3 2022.

  • Selective Wealth Management reported no remaining ProShares Trust Short MSCI EAFE position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,250 ProShares Trust Short MSCI EAFE shares in Q3 2022, an estimated $53K.
  • Selective Wealth Management first reported a position in ProShares Trust Short MSCI EAFE in Q2 2022 and held it in 1 quarter.
  • Selective Wealth Management's ProShares Trust Short MSCI EAFE position peaked at $53K in Q2 2022.
  • 34 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.