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

Institute for 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
2020
Q1 		– Sell
-346
Closed -$17K – 475
2019
Q4 		$17K Buy
+346
New +$17.3K ﹤0.01% 571

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Institute for Wealth Management's EZA Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MSCI South Africa ETF (EZA) in Q1 2020, closing a stake of 346 shares — an estimated $17K sold.

Institute for Wealth Management first reported a position in EZA in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 74 funds tracked by Wall St. Rank hold EZA as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI South Africa ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 346 iShares MSCI South Africa ETF shares in Q1 2020, an estimated $17K.
  • Institute for Wealth Management first reported a position in iShares MSCI South Africa ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI South Africa ETF position peaked at $17K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.