EBA
ENZL icon

Eagle Bay Advisors’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Eagle Bay 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
2022
Q4 		– Sell
-2,200
Closed -$95K – 976
2022
Q3 		$95K Hold
2,200
– – 0.06% 209
2022
Q2 		$97.8K Buy
+2,200
New +$107K 0.06% 203
2022
Q1 		– Sell
-2,200
Closed -$130K – 499
2021
Q4 		$130K Sell
2,200
-2,200
-50% -$134K 0.08% 146
2021
Q3 		$272K Buy
4,400
+2,200
+100% +$137K 0.15% 100
2021
Q2 		$134K Buy
+2,200
New +$139K 0.11% 120

Other funds holding ENZL

JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Eagle Bay Advisors's ENZL Position: Q4 2022 in Review

Eagle Bay Advisors sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2022, closing a stake of 2,200 shares — an estimated $95K sold.

Eagle Bay Advisors first reported a position in ENZL in Q2 2021 and held it in 5 quarters. The position peaked at $272K in Q3 2021. 39 funds tracked by Wall St. Rank hold ENZL as of Q4 2022.

  • Eagle Bay Advisors reported no remaining iShares MSCI New Zealand ETF position as of Q4 2022 after selling out during the quarter.
  • Eagle Bay Advisors sold 2,200 iShares MSCI New Zealand ETF shares in Q4 2022, an estimated $95K.
  • Eagle Bay Advisors first reported a position in iShares MSCI New Zealand ETF in Q2 2021 and held it in 5 quarters.
  • Eagle Bay Advisors's iShares MSCI New Zealand ETF position peaked at $272K in Q3 2021.
  • 39 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2022.

Based on Eagle Bay Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.