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Kaizen Financial Strategies’s iShares MSCI South Africa ETF EZA Stock Holding History

Kaizen Financial Strategies’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
Q4 		– Sell
-5,200
Closed -$262K – 135
2024
Q3 		$262K Buy
5,200
+200
+4% +$9.14K 0.15% 110
2024
Q2 		$221K Buy
+5,000
New +$206K 0.14% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Kaizen Financial Strategies's EZA Position: Q4 2024 in Review

Kaizen Financial Strategies sold out of iShares MSCI South Africa ETF (EZA) in Q4 2024, closing a stake of 5,200 shares — an estimated $262K sold.

Kaizen Financial Strategies first reported a position in EZA in Q2 2024 and held it in 2 quarters. The position peaked at $262K in Q3 2024. 71 funds tracked by Wall St. Rank hold EZA as of Q4 2024.

  • Kaizen Financial Strategies reported no remaining iShares MSCI South Africa ETF position as of Q4 2024 after selling out during the quarter.
  • Kaizen Financial Strategies sold 5,200 iShares MSCI South Africa ETF shares in Q4 2024, an estimated $262K.
  • Kaizen Financial Strategies first reported a position in iShares MSCI South Africa ETF in Q2 2024 and held it in 2 quarters.
  • Kaizen Financial Strategies's iShares MSCI South Africa ETF position peaked at $262K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q4 2024.

Based on Kaizen Financial Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.