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

Evercore 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
2015
Q3 		– Sell
-18
Closed -$1K – 1000
2015
Q2 		$1K Buy
+18
New +$1.22K ﹤0.01% 1046

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
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Evercore Wealth Management's EZA Position: Q3 2015 in Review

Evercore Wealth Management sold out of iShares MSCI South Africa ETF (EZA) in Q3 2015, closing a stake of 18 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in EZA in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 67 funds tracked by Wall St. Rank hold EZA as of Q3 2015.

  • Evercore Wealth Management reported no remaining iShares MSCI South Africa ETF position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 18 iShares MSCI South Africa ETF shares in Q3 2015, an estimated $1K.
  • Evercore Wealth Management first reported a position in iShares MSCI South Africa ETF in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's iShares MSCI South Africa ETF position peaked at $1K in Q2 2015.
  • 67 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.