Wealthcare Advisory Partners’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Wealthcare Advisory Partners’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
2023 Q2	–	Sell	-17,405	Closed	-$642K	–	730
2023 Q1	$642K	Sell	17,405 -9,995	-36%	-$377K	0.03%	388
2022 Q4	$1.1M	Buy	27,400 +1,481	+6%	+$62.7K	0.05%	262
2022 Q3	$1.23M	Buy	25,919 +9,081	+54%	+$388K	0.07%	208
2022 Q2	$718K	Buy	16,838 +6,093	+57%	+$245K	0.04%	257
2022 Q1	$403K	Buy	+10,745	New	+$400K	0.02%	348

Other funds holding EFZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthcare Advisory Partners's EFZ Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q2 2023, closing a stake of 17,405 shares — an estimated $642K sold.

Wealthcare Advisory Partners first reported a position in EFZ in Q1 2022 and held it in 5 quarters. The position peaked at $1.23M in Q3 2022. 27 funds tracked by Wall St. Rank hold EFZ as of Q2 2023.

Wealthcare Advisory Partners reported no remaining ProShares Trust Short MSCI EAFE position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 17,405 ProShares Trust Short MSCI EAFE shares in Q2 2023, an estimated $642K.
Wealthcare Advisory Partners first reported a position in ProShares Trust Short MSCI EAFE in Q1 2022 and held it in 5 quarters.
Wealthcare Advisory Partners's ProShares Trust Short MSCI EAFE position peaked at $1.23M in Q3 2022.
27 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.