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James Investment Research’s iShares MSCI New Zealand ETF ENZL Stock Holding History

James Investment Research’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
2023
Q1 		– Sell
-922
Closed -$45K – 595
2022
Q4 		$45K Buy
922
+350
+61% +$15.9K 0.01% 363
2022
Q3 		$24K Buy
+572
New +$26.6K ﹤0.01% 428
2020
Q3 		– Sell
-130
Closed -$7K – 481
2020
Q2 		$7K Sell
130
-355
-73% -$18K ﹤0.01% 410
2020
Q1 		$22K Hold
485
– – ﹤0.01% 356
2019
Q4 		$28K Sell
485
-500
-51% -$27.1K ﹤0.01% 419
2019
Q3 		$51K Sell
985
-415
-30% -$22.1K ﹤0.01% 422
2019
Q2 		$75K Hold
1,400
– – 0.01% 465
2019
Q1 		$73K Hold
1,400
– – ﹤0.01% 605
2018
Q4 		$64K Buy
1,400
+200
+17% +$9.31K ﹤0.01% 613
2018
Q3 		$58K Hold
1,200
– – ﹤0.01% 667
2018
Q2 		$58K Hold
1,200
– – ﹤0.01% 667
2018
Q1 		$59K Hold
1,200
– – ﹤0.01% 652
2017
Q4 		$57K Hold
1,200
– – ﹤0.01% 643
2017
Q3 		$57K Buy
1,200
+200
+20% +$9.37K ﹤0.01% 619
2017
Q2 		$46K Sell
1,000
-200
-17% -$8.77K ﹤0.01% 608
2017
Q1 		$51K Buy
1,200
+700
+140% +$29.6K ﹤0.01% 532
2016
Q4 		$20K Hold
500
– – ﹤0.01% 472
2016
Q3 		$23K Hold
500
– – ﹤0.01% 458
2016
Q2 		$22K Hold
500
– – ﹤0.01% 412
2016
Q1 		$21K Hold
500
– – ﹤0.01% 397
2015
Q4 		$19K Hold
500
– – ﹤0.01% 421
2015
Q3 		$16K Hold
500
– – ﹤0.01% 420
2015
Q2 		$17K Hold
500
– – ﹤0.01% 449
2015
Q1 		$20K Hold
500
– – ﹤0.01% 444
2014
Q4 		$20K Hold
500
– – ﹤0.01% 437
2014
Q3 		$19K Sell
500
-263
-34% -$10.7K ﹤0.01% 446
2014
Q2 		$32K Hold
763
– – ﹤0.01% 402
2014
Q1 		$33K Hold
763
– – ﹤0.01% 406
2013
Q4 		$28K Sell
763
-550
-42% -$21.4K ﹤0.01% 410
2013
Q3 		$51K Buy
1,313
+500
+62% +$17.8K ﹤0.01% 366
2013
Q2 		$27K Buy
+813
New +$30K ﹤0.01% 393

Other funds holding ENZL

JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

James Investment Research's ENZL Position: Q1 2023 in Review

James Investment Research sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2023, closing a stake of 922 shares — an estimated $45K sold.

James Investment Research first reported a position in ENZL in Q2 2013 and held it in 31 quarters. The position peaked at $75K in Q2 2019. 37 funds tracked by Wall St. Rank hold ENZL as of Q1 2023.

  • James Investment Research reported no remaining iShares MSCI New Zealand ETF position as of Q1 2023 after selling out during the quarter.
  • James Investment Research sold 922 iShares MSCI New Zealand ETF shares in Q1 2023, an estimated $45K.
  • James Investment Research first reported a position in iShares MSCI New Zealand ETF in Q2 2013 and held it in 31 quarters.
  • James Investment Research's iShares MSCI New Zealand ETF position peaked at $75K in Q2 2019.
  • 37 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.