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Acorn Wealth Advisors’s iShares MSCI South Africa ETF EZA Stock Holding History

Acorn Wealth Advisors’s Portfolio EZA Stock Details EZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-159
Closed -$11K – 848
2017
Q4 		$11K Buy
+159
New +$9.86K 0.01% 472

Other funds holding EZA

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Acorn Wealth Advisors's EZA Position: Q1 2018 in Review

Acorn Wealth Advisors sold out of iShares MSCI South Africa ETF (EZA) in Q1 2018, closing a stake of 159 shares — an estimated $11K sold.

Acorn Wealth Advisors first reported a position in EZA in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 95 funds tracked by Wall St. Rank hold EZA as of Q1 2018.

  • Acorn Wealth Advisors reported no remaining iShares MSCI South Africa ETF position as of Q1 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 159 iShares MSCI South Africa ETF shares in Q1 2018, an estimated $11K.
  • Acorn Wealth Advisors first reported a position in iShares MSCI South Africa ETF in Q4 2017 and held it in 1 quarter.
  • Acorn Wealth Advisors's iShares MSCI South Africa ETF position peaked at $11K in Q4 2017.
  • 95 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q1 2018.

Based on Acorn Wealth Advisors's 13F filing for Q1 2018, filed 14 May 2018.