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

Next Financial Group’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
2021 Q1	–	Sell	-88	Closed	-$4K	–	2554
2020 Q4	$4K	Hold	88	–	–	﹤0.01%	2033
2020 Q3	$3K	Buy	+88	New	+$3.32K	﹤0.01%	1962
2020 Q2	–	Sell	-88	Closed	-$2K	–	1002
2020 Q1	$2K	Hold	88	–	–	﹤0.01%	1916
2019 Q4	$4K	Hold	88	–	–	﹤0.01%	2012
2019 Q3	$4K	Hold	88	–	–	﹤0.01%	1948
2019 Q2	$5K	Hold	88	–	–	﹤0.01%	1880
2019 Q1	$5K	Sell	88 -84	-49%	-$4.51K	﹤0.01%	1249
2018 Q4	$9K	Buy	+172	New	+$8.76K	﹤0.01%	1370
2017 Q4	–	Sell	-55	Closed	-$3K	–	612
2017 Q3	$3K	Hold	55	–	–	﹤0.01%	1531
2017 Q2	$3K	Hold	55	–	–	﹤0.01%	1662
2017 Q1	$3K	Buy	+55	New	+$3.09K	﹤0.01%	1619
2014 Q4	–	Sell	-200	Closed	-$13K	–	2026
2014 Q3	$13K	Buy	+200	New	+$13.9K	﹤0.01%	1633

Other funds holding EZA

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

GAM

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Next Financial Group's EZA Position: Q1 2021 in Review

Next Financial Group sold out of iShares MSCI South Africa ETF (EZA) in Q1 2021, closing a stake of 88 shares — an estimated $4K sold.

Next Financial Group first reported a position in EZA in Q3 2014 and held it in 12 quarters. The position peaked at $13K in Q3 2014. 77 funds tracked by Wall St. Rank hold EZA as of Q1 2021.

Next Financial Group reported no remaining iShares MSCI South Africa ETF position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 88 iShares MSCI South Africa ETF shares in Q1 2021, an estimated $4K.
Next Financial Group first reported a position in iShares MSCI South Africa ETF in Q3 2014 and held it in 12 quarters.
Next Financial Group's iShares MSCI South Africa ETF position peaked at $13K in Q3 2014.
77 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.