Connectus Wealth
EZA icon

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

Connectus Wealth’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
2024
Q1 		– Sell
-10,892
Closed -$455K – 405
2023
Q4 		$455K Buy
+10,892
New +$428K 0.01% 413

Other funds holding EZA

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Connectus Wealth's EZA Position: Q1 2024 in Review

Connectus Wealth sold out of iShares MSCI South Africa ETF (EZA) in Q1 2024, closing a stake of 10,892 shares — an estimated $455K sold.

Connectus Wealth first reported a position in EZA in Q4 2023 and held it in 1 quarter. The position peaked at $455K in Q4 2023. 64 funds tracked by Wall St. Rank hold EZA as of Q1 2024.

  • Connectus Wealth reported no remaining iShares MSCI South Africa ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 10,892 iShares MSCI South Africa ETF shares in Q1 2024, an estimated $455K.
  • Connectus Wealth first reported a position in iShares MSCI South Africa ETF in Q4 2023 and held it in 1 quarter.
  • Connectus Wealth's iShares MSCI South Africa ETF position peaked at $455K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.