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

United Capital 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
2018 Q2	–	Sell	-26,013	Closed	-$1.79M	–	1324
2018 Q1	$1.79M	Sell	26,013 -4,647	-15%	-$331K	0.01%	620
2017 Q4	$2.15M	Sell	30,660 -3,402	-10%	-$211K	0.02%	571
2017 Q3	$2M	Sell	34,062 -2,051	-6%	-$123K	0.02%	574
2017 Q2	$2.05M	Sell	36,113 -1,856	-5%	-$108K	0.02%	566
2017 Q1	$2.1M	Buy	+37,969	New	+$2.13M	0.02%	558

Other funds holding EZA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

United Capital Financial Advisors's EZA Position: Q2 2018 in Review

United Capital Financial Advisors sold out of iShares MSCI South Africa ETF (EZA) in Q2 2018, closing a stake of 26,013 shares — an estimated $1.79M sold.

United Capital Financial Advisors first reported a position in EZA in Q1 2017 and held it in 5 quarters. The position peaked at $2.15M in Q4 2017. 76 funds tracked by Wall St. Rank hold EZA as of Q2 2018.

United Capital Financial Advisors reported no remaining iShares MSCI South Africa ETF position as of Q2 2018 after selling out during the quarter.
United Capital Financial Advisors sold 26,013 iShares MSCI South Africa ETF shares in Q2 2018, an estimated $1.79M.
United Capital Financial Advisors first reported a position in iShares MSCI South Africa ETF in Q1 2017 and held it in 5 quarters.
United Capital Financial Advisors's iShares MSCI South Africa ETF position peaked at $2.15M in Q4 2017.
76 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.