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WNY Asset Management’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

WNY Asset 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
-7,977
Closed -$337K – 171
2022
Q2 		$337K Buy
+7,977
New +$320K 0.11% 115

Other funds holding EFZ

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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

WNY Asset Management's EFZ Position: Q3 2022 in Review

WNY Asset Management sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q3 2022, closing a stake of 7,977 shares — an estimated $337K sold.

WNY Asset Management first reported a position in EFZ in Q2 2022 and held it in 1 quarter. The position peaked at $337K in Q2 2022. 34 funds tracked by Wall St. Rank hold EFZ as of Q3 2022.

  • WNY Asset Management reported no remaining ProShares Trust Short MSCI EAFE position as of Q3 2022 after selling out during the quarter.
  • WNY Asset Management sold 7,977 ProShares Trust Short MSCI EAFE shares in Q3 2022, an estimated $337K.
  • WNY Asset Management first reported a position in ProShares Trust Short MSCI EAFE in Q2 2022 and held it in 1 quarter.
  • WNY Asset Management's ProShares Trust Short MSCI EAFE position peaked at $337K in Q2 2022.
  • 34 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q3 2022.

Based on WNY Asset Management's 13F filing for Q3 2022, filed 25 Oct 2022.