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

Cornerstone Wealth Management’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 		$417K Buy
+6,220
New +$443K 0.08% 252
2017
Q3 		– Sell
-5,609
Closed -$311K – 394
2017
Q2 		$311K Buy
5,609
+1,184
+27% +$69K 0.07% 275
2017
Q1 		$240K Buy
+4,425
New +$248K 0.06% 287

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Cornerstone Wealth Management's EZA Position: Q1 2018 in Review

Cornerstone Wealth Management opened a new position in iShares MSCI South Africa ETF (EZA) in Q1 2018: 6,220 shares worth $417K. The stake represents 0.08% of the portfolio and ranks #252 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in EZA as recently as Q2 2017.

Cornerstone Wealth Management first reported a position in EZA in Q1 2017 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold EZA as of Q1 2018.

  • Cornerstone Wealth Management held 6,220 shares of iShares MSCI South Africa ETF worth $417K as of Q1 2018.
  • iShares MSCI South Africa ETF was a new Cornerstone Wealth Management position in Q1 2018.
  • iShares MSCI South Africa ETF made up 0.08% of Cornerstone Wealth Management's portfolio in Q1 2018, its #252 holding.
  • Cornerstone Wealth Management first reported a position in iShares MSCI South Africa ETF in Q1 2017 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.