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

Peak Financial 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
2022 Q2	–	Sell	-14,534	Closed	-$807K	–	75
2022 Q1	$807K	Buy	+14,534	New	+$747K	0.69%	39
2021 Q3	–	Sell	-6,602	Closed	-$323K	–	73
2021 Q2	$323K	Buy	6,602 +1,309	+25%	+$66.9K	0.28%	60
2021 Q1	$261K	Buy	+5,293	New	+$248K	0.22%	61

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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

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

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

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Peak Financial Advisors's EZA Position: Q2 2022 in Review

Peak Financial Advisors sold out of iShares MSCI South Africa ETF (EZA) in Q2 2022, closing a stake of 14,534 shares — an estimated $807K sold.

Peak Financial Advisors first reported a position in EZA in Q1 2021 and held it in 3 quarters. The position peaked at $807K in Q1 2022. 81 funds tracked by Wall St. Rank hold EZA as of Q2 2022.

Peak Financial Advisors reported no remaining iShares MSCI South Africa ETF position as of Q2 2022 after selling out during the quarter.
Peak Financial Advisors sold 14,534 iShares MSCI South Africa ETF shares in Q2 2022, an estimated $807K.
Peak Financial Advisors first reported a position in iShares MSCI South Africa ETF in Q1 2021 and held it in 3 quarters.
Peak Financial Advisors's iShares MSCI South Africa ETF position peaked at $807K in Q1 2022.
81 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q2 2022.

Based on Peak Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.