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Barrett Asset Management’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Barrett Asset 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
Q1 		– Sell
-330
Closed -$22K – 458
2020
Q4 		$22K Buy
+330
New +$21.1K ﹤0.01% 318

Other funds holding ENZL

MAM
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CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barrett Asset Management's ENZL Position: Q1 2021 in Review

Barrett Asset Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2021, closing a stake of 330 shares — an estimated $22K sold.

Barrett Asset Management first reported a position in ENZL in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 55 funds tracked by Wall St. Rank hold ENZL as of Q1 2021.

  • Barrett Asset Management reported no remaining iShares MSCI New Zealand ETF position as of Q1 2021 after selling out during the quarter.
  • Barrett Asset Management sold 330 iShares MSCI New Zealand ETF shares in Q1 2021, an estimated $22K.
  • Barrett Asset Management first reported a position in iShares MSCI New Zealand ETF in Q4 2020 and held it in 1 quarter.
  • Barrett Asset Management's iShares MSCI New Zealand ETF position peaked at $22K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2021.

Based on Barrett Asset Management's 13F filing for Q1 2021, filed 13 May 2021.