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Advisor Group’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Advisor Group’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$244K Sell
4,225
-2,708
-39% -$147K ﹤0.01% 2229
2019
Q3 		$359K Buy
6,933
+5,006
+260% +$267K ﹤0.01% 1860
2019
Q2 		$103K Sell
1,927
-218
-10% -$11.3K ﹤0.01% 2837
2019
Q1 		$113K Sell
2,145
-2,485
-54% -$122K ﹤0.01% 2760
2018
Q4 		$213K Buy
4,630
+3,124
+207% +$145K ﹤0.01% 2043
2018
Q3 		$73K Sell
1,506
-47
-3% -$2.27K ﹤0.01% 2989
2018
Q2 		$75K Sell
1,553
-82
-5% -$4.01K ﹤0.01% 2764
2018
Q1 		$80K Sell
1,635
-164
-9% -$7.97K ﹤0.01% 2733
2017
Q4 		$85K Sell
1,799
-45
-2% -$2.08K ﹤0.01% 2690
2017
Q3 		$87K Sell
1,844
-63
-3% -$2.95K ﹤0.01% 2522
2017
Q2 		$88K Sell
1,907
-768
-29% -$33.7K ﹤0.01% 2408
2017
Q1 		$112K Buy
2,675
+41
+2% +$1.73K ﹤0.01% 2074
2016
Q4 		$104K Sell
2,634
-361
-12% -$15.3K ﹤0.01% 2035
2016
Q3 		$140K Buy
2,995
+2,267
+311% +$104K ﹤0.01% 1778
2016
Q2 		$30K Buy
+728
New +$30.5K ﹤0.01% 2781

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Advisor Group's ENZL Position: Q4 2019 in Review

Advisor Group reduced its iShares MSCI New Zealand ETF (ENZL) stake by 39% in Q4 2019, selling an estimated $147K and leaving 4,225 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

Advisor Group first reported a position in ENZL in Q2 2016 and has held it in 15 quarters since. The position peaked at $359K in Q3 2019. 63 funds tracked by Wall St. Rank hold ENZL as of Q4 2019.

  • Advisor Group held 4,225 shares of iShares MSCI New Zealand ETF worth $244K as of Q4 2019.
  • Advisor Group sold 2,708 iShares MSCI New Zealand ETF shares in Q4 2019, an estimated $147K.
  • iShares MSCI New Zealand ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2229 holding.
  • Advisor Group first reported a position in iShares MSCI New Zealand ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares MSCI New Zealand ETF position peaked at $359K in Q3 2019.
  • 63 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.