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Caldwell Trust’s iShares MSCI South Africa ETF EZA Stock Holding History

Caldwell Trust’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
2023
Q3 		– Sell
-14
Closed -$557 – 732
2023
Q2 		$557 Buy
+14
New +$571 ﹤0.01% 746

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Caldwell Trust's EZA Position: Q3 2023 in Review

Caldwell Trust sold out of iShares MSCI South Africa ETF (EZA) in Q3 2023, closing a stake of 14 shares — an estimated $557 sold.

Caldwell Trust first reported a position in EZA in Q2 2023 and held it in 1 quarter. The position peaked at $557 in Q2 2023. 70 funds tracked by Wall St. Rank hold EZA as of Q3 2023.

  • Caldwell Trust reported no remaining iShares MSCI South Africa ETF position as of Q3 2023 after selling out during the quarter.
  • Caldwell Trust sold 14 iShares MSCI South Africa ETF shares in Q3 2023, an estimated $557.
  • Caldwell Trust first reported a position in iShares MSCI South Africa ETF in Q2 2023 and held it in 1 quarter.
  • Caldwell Trust's iShares MSCI South Africa ETF position peaked at $557 in Q2 2023.
  • 70 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.