LMKC
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L.M. Kohn & Company’s iShares MSCI New Zealand ETF ENZL Stock Holding History

L.M. Kohn & Company’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
2024
Q4 		– Sell
-5,487
Closed -$271K – 269
2024
Q3 		$271K Buy
+5,487
New +$261K 0.07% 216
2023
Q1 		– Sell
-8,049
Closed -$391K – 227
2022
Q4 		$391K Buy
+8,049
New +$365K 0.18% 133

Other funds holding ENZL

MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

L.M. Kohn & Company's ENZL Position: Q4 2024 in Review

L.M. Kohn & Company sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2024, closing a stake of 5,487 shares — an estimated $271K sold.

L.M. Kohn & Company first reported a position in ENZL in Q4 2022 and held it in 2 quarters. The position peaked at $391K in Q4 2022. 33 funds tracked by Wall St. Rank hold ENZL as of Q4 2024.

  • L.M. Kohn & Company reported no remaining iShares MSCI New Zealand ETF position as of Q4 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 5,487 iShares MSCI New Zealand ETF shares in Q4 2024, an estimated $271K.
  • L.M. Kohn & Company first reported a position in iShares MSCI New Zealand ETF in Q4 2022 and held it in 2 quarters.
  • L.M. Kohn & Company's iShares MSCI New Zealand ETF position peaked at $391K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.