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Peak Financial Advisors’s iShares MSCI Saudi Arabia ETF KSA Stock Holding History

Peak Financial Advisors’s Portfolio KSA Stock Details KSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,132
Closed -$340K – 89
2021
Q3 		$340K Hold
8,132
– – 0.3% 54
2021
Q2 		$321K Hold
8,132
– – 0.28% 61
2021
Q1 		$292K Buy
+8,132
New +$266K 0.25% 59

Other funds holding KSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Peak Financial Advisors's KSA Position: Q4 2021 in Review

Peak Financial Advisors sold out of iShares MSCI Saudi Arabia ETF (KSA) in Q4 2021, closing a stake of 8,132 shares — an estimated $340K sold.

Peak Financial Advisors first reported a position in KSA in Q1 2021 and held it in 3 quarters. The position peaked at $340K in Q3 2021. 68 funds tracked by Wall St. Rank hold KSA as of Q4 2021.

  • Peak Financial Advisors reported no remaining iShares MSCI Saudi Arabia ETF position as of Q4 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 8,132 iShares MSCI Saudi Arabia ETF shares in Q4 2021, an estimated $340K.
  • Peak Financial Advisors first reported a position in iShares MSCI Saudi Arabia ETF in Q1 2021 and held it in 3 quarters.
  • Peak Financial Advisors's iShares MSCI Saudi Arabia ETF position peaked at $340K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held iShares MSCI Saudi Arabia ETF as of Q4 2021.

Based on Peak Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.