Carson Wealth (CWM LLC)
ENZL icon

Carson Wealth (CWM LLC)’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-48
Closed -$2K – 3014
2018
Q4 		$2K Hold
48
– – ﹤0.01% 1742
2018
Q3 		$2K Sell
48
-3
-6% -$145 ﹤0.01% 1516
2018
Q2 		$2K Buy
+51
New +$2.49K ﹤0.01% 1368

Other funds holding ENZL

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ENZL Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2019, closing a stake of 48 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in ENZL in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 51 funds tracked by Wall St. Rank hold ENZL as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining iShares MSCI New Zealand ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 48 iShares MSCI New Zealand ETF shares in Q1 2019, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI New Zealand ETF in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s iShares MSCI New Zealand ETF position peaked at $2K in Q4 2018.
  • 51 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.