AWM
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Affinity Wealth Management’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Affinity Wealth Management’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
2020
Q1 		– Sell
-33,251
Closed -$1.92M – 67
2019
Q4 		$1.92M Buy
33,251
+2,735
+9% +$148K 0.71% 24
2019
Q3 		$1.58M Buy
+30,516
New +$1.63M 0.64% 26

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Affinity Wealth Management's ENZL Position: Q1 2020 in Review

Affinity Wealth Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2020, closing a stake of 33,251 shares — an estimated $1.92M sold.

Affinity Wealth Management first reported a position in ENZL in Q3 2019 and held it in 2 quarters. The position peaked at $1.92M in Q4 2019. 49 funds tracked by Wall St. Rank hold ENZL as of Q1 2020.

  • Affinity Wealth Management reported no remaining iShares MSCI New Zealand ETF position as of Q1 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 33,251 iShares MSCI New Zealand ETF shares in Q1 2020, an estimated $1.92M.
  • Affinity Wealth Management first reported a position in iShares MSCI New Zealand ETF in Q3 2019 and held it in 2 quarters.
  • Affinity Wealth Management's iShares MSCI New Zealand ETF position peaked at $1.92M in Q4 2019.
  • 49 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2020.

Based on Affinity Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.