Beacon Harbor Wealth Advisors’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Beacon Harbor Wealth Advisors’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	-54,749	Closed	-$3.73M	–	71
2020 Q4	$3.73M	Buy	+54,749	New	+$3.5M	1.52%	29
2019 Q4	–	Sell	-49,820	Closed	-$2.64M	–	55
2019 Q3	$2.64M	Buy	+49,820	New	+$2.66M	1.69%	17

Other funds holding ENZL

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

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return