IFWM
ENZL icon

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

Institute for 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
2020
Q1 		– Sell
-7
Closed – – 451
2019
Q4 		$0 Buy
+7
New +$380 ﹤0.01% 683

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institute for Wealth Management's ENZL Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2020, closing a stake of 7 shares.

Institute for Wealth Management first reported a position in ENZL in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 49 funds tracked by Wall St. Rank hold ENZL as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI New Zealand ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 7 iShares MSCI New Zealand ETF shares in Q1 2020.
  • Institute for Wealth Management first reported a position in iShares MSCI New Zealand ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI New Zealand ETF position peaked at $0 in Q4 2019.
  • 49 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.