Evermay Wealth Management’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Evermay Wealth Management’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 Q4	–	Sell	-300	Closed	-$19K	–	517
2021 Q3	$19K	Hold	300	–	–	﹤0.01%	341
2021 Q2	$18K	Buy	+300	New	+$18.9K	﹤0.01%	362

Other funds holding ENZL

MAM

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

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

JRP

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

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

WAM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evermay Wealth Management's ENZL Position: Q4 2021 in Review

Evermay Wealth Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2021, closing a stake of 300 shares — an estimated $19K sold.

Evermay Wealth Management first reported a position in ENZL in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q3 2021. 45 funds tracked by Wall St. Rank hold ENZL as of Q4 2021.

Evermay Wealth Management reported no remaining iShares MSCI New Zealand ETF position as of Q4 2021 after selling out during the quarter.
Evermay Wealth Management sold 300 iShares MSCI New Zealand ETF shares in Q4 2021, an estimated $19K.
Evermay Wealth Management first reported a position in iShares MSCI New Zealand ETF in Q2 2021 and held it in 2 quarters.
Evermay Wealth Management's iShares MSCI New Zealand ETF position peaked at $19K in Q3 2021.
45 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2021.

Based on Evermay Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.