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

IFP 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
2023 Q1	–	Sell	-164	Closed	-$9K	–	3728
2022 Q4	$9K	Hold	164	–	–	﹤0.01%	3442
2022 Q3	$9K	Hold	164	–	–	﹤0.01%	3710
2022 Q2	$9K	Hold	164	–	–	﹤0.01%	3461
2022 Q1	$9K	Buy	+164	New	+$8.43K	﹤0.01%	3461
2019 Q1	$9K	Hold	164	–	–	﹤0.01%	1658
2018 Q4	$8K	Sell	164 -505	-75%	-$25.7K	﹤0.01%	2609
2018 Q3	$36K	Sell	669 -1,670	-71%	-$93.7K	﹤0.01%	2081
2018 Q2	$135K	Sell	2,339 -2,919	-56%	-$187K	0.01%	1310
2018 Q1	$368K	Hold	5,258	–	–	0.02%	749
2017 Q4	$368K	Sell	5,258 -2,489	-32%	-$154K	0.02%	750
2017 Q3	$455K	Sell	7,747 -141	-2%	-$8.48K	0.02%	725
2017 Q2	$447K	Buy	7,888 +3,501	+80%	+$204K	0.02%	723
2017 Q1	$242K	Buy	4,387 +1,916	+78%	+$108K	0.01%	1024
2016 Q4	$129K	Buy	+2,471	New	+$130K	0.01%	1296
2016 Q2	–	Sell	-164	Closed	-$9K	–	3892
2016 Q1	$9K	Buy	+164	New	+$7.52K	﹤0.01%	1656

Other funds holding EZA

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

IFP Advisors's EZA Position: Q1 2023 in Review

IFP Advisors sold out of iShares MSCI South Africa ETF (EZA) in Q1 2023, closing a stake of 164 shares — an estimated $9K sold.

IFP Advisors first reported a position in EZA in Q1 2016 and held it in 15 quarters. The position peaked at $455K in Q3 2017. 80 funds tracked by Wall St. Rank hold EZA as of Q1 2023.

IFP Advisors reported no remaining iShares MSCI South Africa ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 164 iShares MSCI South Africa ETF shares in Q1 2023, an estimated $9K.
IFP Advisors first reported a position in iShares MSCI South Africa ETF in Q1 2016 and held it in 15 quarters.
IFP Advisors's iShares MSCI South Africa ETF position peaked at $455K in Q3 2017.
80 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.