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Sound Income Strategies’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Sound Income Strategies’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
2025
Q4 		– Sell
-118
Closed -$3.11K – 2526
2025
Q3 		$3.11K Hold
118
– – ﹤0.01% 1277
2025
Q2 		$3.25K Sell
118
-1,557
-93% -$46K ﹤0.01% 1184
2025
Q1 		$52K Sell
1,675
-189
-10% -$5.97K ﹤0.01% 494
2024
Q4 		$62.3K Sell
1,864
-357
-16% -$11.6K ﹤0.01% 425
2024
Q3 		$67.9K Sell
2,221
-1,054
-32% -$33.9K ﹤0.01% 400
2024
Q2 		$107K Sell
3,275
-10,513
-76% -$347K 0.01% 318
2024
Q1 		$450K Sell
13,788
-43,820
-76% -$1.49M 0.03% 162
2023
Q4 		$1.98M Buy
+57,608
New +$2.15M 0.16% 95

Other funds holding EFZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
SB Capital Management Encino, California $273M AUM
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sound Income Strategies's EFZ Position: Q4 2025 in Review

Sound Income Strategies sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q4 2025, closing a stake of 118 shares — an estimated $3.11K sold.

Sound Income Strategies first reported a position in EFZ in Q4 2023 and held it in 8 quarters. The position peaked at $1.98M in Q4 2023. 10 funds tracked by Wall St. Rank hold EFZ as of Q4 2025.

  • Sound Income Strategies reported no remaining ProShares Trust Short MSCI EAFE position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 118 ProShares Trust Short MSCI EAFE shares in Q4 2025, an estimated $3.11K.
  • Sound Income Strategies first reported a position in ProShares Trust Short MSCI EAFE in Q4 2023 and held it in 8 quarters.
  • Sound Income Strategies's ProShares Trust Short MSCI EAFE position peaked at $1.98M in Q4 2023.
  • 10 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.