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Valley National Advisers’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Valley National Advisers’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
-150
Closed -$7K – 880
2022
Q3 		$7K Buy
150
+50
+50% +$2.14K ﹤0.01% 626
2022
Q2 		$4K Buy
+100
New +$4.02K ﹤0.01% 689

Other funds holding EFZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
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
SC
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valley National Advisers's EFZ Position: Q4 2022 in Review

Valley National Advisers sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q4 2022, closing a stake of 150 shares — an estimated $7K sold.

Valley National Advisers first reported a position in EFZ in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 34 funds tracked by Wall St. Rank hold EFZ as of Q4 2022.

  • Valley National Advisers reported no remaining ProShares Trust Short MSCI EAFE position as of Q4 2022 after selling out during the quarter.
  • Valley National Advisers sold 150 ProShares Trust Short MSCI EAFE shares in Q4 2022, an estimated $7K.
  • Valley National Advisers first reported a position in ProShares Trust Short MSCI EAFE in Q2 2022 and held it in 2 quarters.
  • Valley National Advisers's ProShares Trust Short MSCI EAFE position peaked at $7K in Q3 2022.
  • 34 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q4 2022.

Based on Valley National Advisers's 13F filing for Q4 2022, filed 12 Jan 2023.