Blue Trust Inc
ENZL icon

Blue Trust Inc’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Blue Trust 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
2026
Q3 		$25.1K Sell
557
-316
-36% -$14.8K ﹤0.01% 1441
2026
Q2 		$39.1K Sell
873
-313
-26% -$14K ﹤0.01% 1449
2026
Q1 		$50.6K Sell
1,186
-52
-4% -$2.38K ﹤0.01% 1326
2025
Q4 		$56K Hold
1,238
– – ﹤0.01% 1320
2025
Q3 		$56.9K Hold
1,238
– – ﹤0.01% 1355
2025
Q2 		$56.5K Sell
1,238
-143
-10% -$6.31K ﹤0.01% 1385
2025
Q1 		$58.1K Sell
1,381
-987
-42% -$43.4K ﹤0.01% 1261
2024
Q4 		$107K Buy
2,368
+960
+68% +$45.6K ﹤0.01% 909
2024
Q3 		$64K Buy
1,408
+297
+27% +$14.1K ﹤0.01% 1456
2024
Q2 		$50.5K Hold
1,111
– – ﹤0.01% 1245
2024
Q1 		$50.5K Buy
1,111
+342
+44% +$15.8K ﹤0.01% 914
2023
Q4 		$34K Buy
769
+267
+53% +$12K ﹤0.01% 1083
2023
Q3 		$25K Buy
502
+139
+38% +$6.51K ﹤0.01% 1094
2023
Q2 		$18K Sell
363
-1,424
-80% -$70.1K ﹤0.01% 1080
2023
Q1 		$87K Buy
1,787
+202
+13% +$10.1K ﹤0.01% 812
2022
Q4 		$65K Buy
1,585
+1,060
+202% +$48K ﹤0.01% 820
2022
Q3 		$23K Buy
525
+363
+224% +$16.9K ﹤0.01% 1030
2022
Q2 		$9K Buy
+162
New +$7.89K ﹤0.01% 1232

Other funds holding ENZL

Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Advantage Trust Company
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc's ENZL Position: Q3 2026 in Review

Blue Trust Inc reduced its iShares MSCI New Zealand ETF (ENZL) stake by 36% in Q3 2026, selling an estimated $14.8K and leaving 557 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Blue Trust Inc first reported a position in ENZL in Q2 2022 and has held it in 18 quarters since. The position peaked at $107K in Q4 2024. 16 funds tracked by Wall St. Rank hold ENZL as of Q3 2026.

  • Blue Trust Inc held 557 shares of iShares MSCI New Zealand ETF worth $25.1K as of Q3 2026.
  • Blue Trust Inc sold 316 iShares MSCI New Zealand ETF shares in Q3 2026, an estimated $14.8K.
  • iShares MSCI New Zealand ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1441 holding.
  • Blue Trust Inc first reported a position in iShares MSCI New Zealand ETF in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's iShares MSCI New Zealand ETF position peaked at $107K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.