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Waddell & Associates’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Waddell & Associates’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
-5,350
Closed -$253K – 146
2022
Q3 		$253K Hold
5,350
– – 0.05% 109
2022
Q2 		$228K Hold
5,350
– – 0.05% 124
2022
Q1 		$200K Buy
+5,350
New +$199K 0.03% 128

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

Waddell & Associates's EFZ Position: Q4 2022 in Review

Waddell & Associates sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q4 2022, closing a stake of 5,350 shares — an estimated $253K sold.

Waddell & Associates first reported a position in EFZ in Q1 2022 and held it in 3 quarters. The position peaked at $253K in Q3 2022. 34 funds tracked by Wall St. Rank hold EFZ as of Q4 2022.

  • Waddell & Associates reported no remaining ProShares Trust Short MSCI EAFE position as of Q4 2022 after selling out during the quarter.
  • Waddell & Associates sold 5,350 ProShares Trust Short MSCI EAFE shares in Q4 2022, an estimated $253K.
  • Waddell & Associates first reported a position in ProShares Trust Short MSCI EAFE in Q1 2022 and held it in 3 quarters.
  • Waddell & Associates's ProShares Trust Short MSCI EAFE position peaked at $253K in Q3 2022.
  • 34 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q4 2022.

Based on Waddell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.