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

Optimum Investment 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
2015
Q1 		$8K Hold
125
– – ﹤0.01% 819
2014
Q4 		$8K Hold
125
– – ﹤0.01% 861
2014
Q3 		$8K Hold
125
– – ﹤0.01% 780
2014
Q2 		$9K Hold
125
– – ﹤0.01% 784
2014
Q1 		$8K Hold
125
– – ﹤0.01% 625
2013
Q4 		$8K Hold
125
– – ﹤0.01% 626
2013
Q3 		$8K Buy
+125
New +$7.58K ﹤0.01% 599

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
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimum Investment Advisors's EZA Position: Q1 2015 in Review

Optimum Investment Advisors held its iShares MSCI South Africa ETF (EZA) position steady in Q1 2015 at 125 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Optimum Investment Advisors first reported a position in EZA in Q3 2013 and has held it in 7 quarters since. The position peaked at $9K in Q2 2014. 76 funds tracked by Wall St. Rank hold EZA as of Q1 2015.

  • Optimum Investment Advisors held 125 shares of iShares MSCI South Africa ETF worth $8K as of Q1 2015.
  • Optimum Investment Advisors left its iShares MSCI South Africa ETF share count unchanged in Q1 2015.
  • iShares MSCI South Africa ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #819 holding.
  • Optimum Investment Advisors first reported a position in iShares MSCI South Africa ETF in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's iShares MSCI South Africa ETF position peaked at $9K in Q2 2014.
  • 76 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.