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

WMG 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
2026
Q2 		$202K Hold
3,200
– – 0.08% 94
2026
Q1 		$217K Hold
3,200
– – 0.09% 90
2025
Q4 		$220K Buy
+3,200
New +$212K 0.09% 99

Other funds holding EZA

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WMG Financial Advisors's EZA Position: Q2 2026 in Review

WMG Financial Advisors held its iShares MSCI South Africa ETF (EZA) position steady in Q2 2026 at 3,200 shares worth $202K. The position accounts for 0.08% of the portfolio, ranked #94.

WMG Financial Advisors first reported a position in EZA in Q4 2025 and has held it in 3 quarters since. The position peaked at $220K in Q4 2025. 91 funds tracked by Wall St. Rank hold EZA as of Q2 2026.

  • WMG Financial Advisors held 3,200 shares of iShares MSCI South Africa ETF worth $202K as of Q2 2026.
  • WMG Financial Advisors left its iShares MSCI South Africa ETF share count unchanged in Q2 2026.
  • iShares MSCI South Africa ETF made up 0.08% of WMG Financial Advisors's portfolio in Q2 2026, its #94 holding.
  • WMG Financial Advisors first reported a position in iShares MSCI South Africa ETF in Q4 2025 and has held it in 3 quarters since.
  • WMG Financial Advisors's iShares MSCI South Africa ETF position peaked at $220K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.