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

Avondale 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
2021 Q4	–	Sell	-1,500	Closed	-$93K	–	108
2021 Q3	$93K	Hold	1,500	–	–	0.09%	61
2021 Q2	$91K	Hold	1,500	–	–	0.09%	59
2021 Q1	$93K	Sell	1,500 -1,500	-50%	-$98.5K	0.09%	55
2020 Q4	$204K	Hold	3,000	–	–	0.24%	28
2020 Q3	$173K	Sell	3,000 -1,500	-33%	-$87.8K	0.26%	25
2020 Q2	$255K	Hold	4,500	–	–	0.36%	23
2020 Q1	$201K	Hold	4,500	–	–	0.32%	23
2019 Q4	$260K	Hold	4,500	–	–	0.38%	21
2019 Q3	$233K	Hold	4,500	–	–	0.38%	22
2019 Q2	$240K	Hold	4,500	–	–	0.18%	21
2019 Q1	$235K	Hold	4,500	–	–	0.18%	19
2018 Q4	$207K	Hold	4,500	–	–	0.17%	21
2018 Q3	$219K	Hold	4,500	–	–	0.21%	16
2018 Q2	$218K	Hold	4,500	–	–	0.18%	16
2018 Q1	$219K	Hold	4,500	–	–	0.18%	18
2017 Q4	$214K	Buy	+4,500	New	+$208K	0.19%	20

Other funds holding ENZL

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avondale Wealth Management's ENZL Position: Q4 2021 in Review

Avondale Wealth Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2021, closing a stake of 1,500 shares — an estimated $93K sold.

Avondale Wealth Management first reported a position in ENZL in Q4 2017 and held it in 16 quarters. The position peaked at $260K in Q4 2019. 45 funds tracked by Wall St. Rank hold ENZL as of Q4 2021.

Avondale Wealth Management reported no remaining iShares MSCI New Zealand ETF position as of Q4 2021 after selling out during the quarter.
Avondale Wealth Management sold 1,500 iShares MSCI New Zealand ETF shares in Q4 2021, an estimated $93K.
Avondale Wealth Management first reported a position in iShares MSCI New Zealand ETF in Q4 2017 and held it in 16 quarters.
Avondale Wealth Management's iShares MSCI New Zealand ETF position peaked at $260K in Q4 2019.
45 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2021.

Based on Avondale Wealth Management's 13F filing for Q4 2021, filed 11 Jan 2022.