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Benjamin Edwards Inc’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Benjamin Edwards Inc’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
Q4 		– Sell
-465
Closed -$27K – 374
2020
Q3 		$27K Sell
465
-14
-3% -$819 0.02% 261
2020
Q2 		$27K Buy
479
+30
+7% +$1.52K 0.02% 241
2020
Q1 		$20K Buy
+449
New +$24K 0.02% 242

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Benjamin Edwards Inc's ENZL Position: Q4 2020 in Review

Benjamin Edwards Inc sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2020, closing a stake of 465 shares — an estimated $27K sold.

Benjamin Edwards Inc first reported a position in ENZL in Q1 2020 and held it in 3 quarters. The position peaked at $27K in Q3 2020. 55 funds tracked by Wall St. Rank hold ENZL as of Q4 2020.

  • Benjamin Edwards Inc reported no remaining iShares MSCI New Zealand ETF position as of Q4 2020 after selling out during the quarter.
  • Benjamin Edwards Inc sold 465 iShares MSCI New Zealand ETF shares in Q4 2020, an estimated $27K.
  • Benjamin Edwards Inc first reported a position in iShares MSCI New Zealand ETF in Q1 2020 and held it in 3 quarters.
  • Benjamin Edwards Inc's iShares MSCI New Zealand ETF position peaked at $27K in Q3 2020.
  • 55 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2020.

Based on Benjamin Edwards Inc's 13F filing for Q4 2020, filed 16 Feb 2021.