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Archford Capital Strategies’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Archford Capital Strategies’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
Q3 		– Sell
-100
Closed -$5K – 311
2019
Q2 		$5K Hold
100
– – ﹤0.01% 453
2019
Q1 		$5K Buy
+100
New +$4.91K ﹤0.01% 431

Other funds holding ENZL

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CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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
SI
Sensato Investors San Francisco, California $122M AUM 5.69% 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
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

Archford Capital Strategies's ENZL Position: Q3 2019 in Review

Archford Capital Strategies sold out of iShares MSCI New Zealand ETF (ENZL) in Q3 2019, closing a stake of 100 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in ENZL in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 51 funds tracked by Wall St. Rank hold ENZL as of Q3 2019.

  • Archford Capital Strategies reported no remaining iShares MSCI New Zealand ETF position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 100 iShares MSCI New Zealand ETF shares in Q3 2019, an estimated $5K.
  • Archford Capital Strategies first reported a position in iShares MSCI New Zealand ETF in Q1 2019 and held it in 2 quarters.
  • Archford Capital Strategies's iShares MSCI New Zealand ETF position peaked at $5K in Q2 2019.
  • 51 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.