LPL Financial
EZA icon

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

LPL Financial’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
2026
Q1 		$366K Sell
5,402
-707
-12% -$51.4K ﹤0.01% 5045
2025
Q4 		$420K Buy
6,109
+627
+11% +$41.5K ﹤0.01% 4874
2025
Q3 		$351K Buy
+5,482
New +$314K ﹤0.01% 4921
2025
Q1 		– Sell
-16,868
Closed -$707K – 5414
2024
Q4 		$707K Sell
16,868
-25,934
-61% -$1.24M ﹤0.01% 3784
2024
Q3 		$2.16M Buy
+42,802
New +$1.96M ﹤0.01% 2654
2024
Q1 		– Sell
-11,193
Closed -$468K – 4959
2023
Q4 		$468K Buy
11,193
+41
+0.4% +$1.61K ﹤0.01% 3720
2023
Q3 		$420K Sell
11,152
-76,130
-87% -$3.07M ﹤0.01% 3624
2023
Q2 		$3.47M Buy
87,282
+38,411
+79% +$1.57M ﹤0.01% 1808
2023
Q1 		$2.06M Sell
48,871
-130,762
-73% -$5.65M ﹤0.01% 2117
2022
Q4 		$7.62M Sell
179,633
-53,393
-23% -$2.19M 0.01% 1201
2022
Q3 		$8.4M Buy
233,026
+170,412
+272% +$7M 0.01% 1050
2022
Q2 		$2.66M Sell
62,614
-182,143
-74% -$8.63M ﹤0.01% 1809
2022
Q1 		$13.6M Buy
244,757
+60,663
+33% +$3.12M 0.01% 829
2021
Q4 		$8.54M Buy
+184,094
New +$8.66M 0.01% 1120
2021
Q3 		– Sell
-74,457
Closed -$3.64M – 4355
2021
Q2 		$3.64M Sell
74,457
-109,568
-60% -$5.6M ﹤0.01% 1563
2021
Q1 		$9.09M Buy
184,025
+1,273
+0.7% +$59.8K 0.01% 869
2020
Q4 		$8.01M Sell
182,752
-17,872
-9% -$737K 0.01% 854
2020
Q3 		$7.41M Buy
200,624
+71,930
+56% +$2.71M 0.01% 765
2020
Q2 		$4.54M Sell
128,694
-144,249
-53% -$4.75M 0.01% 926
2020
Q1 		$7.75M Buy
272,943
+70,914
+35% +$2.94M 0.02% 593
2019
Q4 		$9.91M Buy
+202,029
New +$10.1M 0.02% 578
2019
Q3 		– Sell
-6,723
Closed -$368K – 3315
2019
Q2 		$368K Sell
6,723
-107
-2% -$5.85K ﹤0.01% 2528
2019
Q1 		$357K Sell
6,830
-354
-5% -$19K ﹤0.01% 2492
2018
Q4 		$362K Sell
7,184
-330
-4% -$16.8K ﹤0.01% 2310
2018
Q3 		$403K Sell
7,514
-12,684
-63% -$712K ﹤0.01% 2417
2018
Q2 		$1.16M Buy
20,198
+398
+2% +$25.4K ﹤0.01% 1521
2018
Q1 		$1.36M Sell
19,800
-13,831
-41% -$986K ﹤0.01% 1376
2017
Q4 		$2.35M Sell
33,631
-904
-3% -$56.1K 0.01% 971
2017
Q3 		$2.03M Buy
34,535
+6,260
+22% +$376K 0.01% 985
2017
Q2 		$1.6M Buy
28,275
+13,449
+91% +$784K 0.01% 1069
2017
Q1 		$812K Buy
14,826
+5,609
+61% +$315K 0.01% 1412
2016
Q4 		$487K Buy
+9,217
New +$485K ﹤0.01% 1770
2016
Q1 		– Sell
-4,520
Closed -$207K – 3136
2015
Q4 		$207K Buy
+4,520
New +$245K ﹤0.01% 2797
2014
Q1 		– Sell
-3,201
Closed -$206K – 2663
2013
Q4 		$206K Sell
3,201
-687
-18% -$44K ﹤0.01% 2415
2013
Q3 		$256K Sell
3,888
-163
-4% -$9.88K ﹤0.01% 2131
2013
Q2 		$237K Buy
+4,051
New +$248K ﹤0.01% 2078

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $791M AUM
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's EZA Position: Q1 2026 in Review

LPL Financial reduced its iShares MSCI South Africa ETF (EZA) stake by 12% in Q1 2026, selling an estimated $51.4K and leaving 5,402 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #5045.

LPL Financial first reported a position in EZA in Q2 2013 and has held it in 36 quarters since. The position peaked at $13.6M in Q1 2022. 93 funds tracked by Wall St. Rank hold EZA as of Q1 2026.

  • LPL Financial held 5,402 shares of iShares MSCI South Africa ETF worth $366K as of Q1 2026.
  • LPL Financial sold 707 iShares MSCI South Africa ETF shares in Q1 2026, an estimated $51.4K.
  • iShares MSCI South Africa ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5045 holding.
  • LPL Financial first reported a position in iShares MSCI South Africa ETF in Q2 2013 and has held it in 36 quarters since.
  • LPL Financial's iShares MSCI South Africa ETF position peaked at $13.6M in Q1 2022.
  • 93 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.