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

Marks Group 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
2022 Q2	–	Sell	-8,181	Closed	-$450K	–	292
2022 Q1	$450K	Sell	8,181 -4,510	-36%	-$249K	0.06%	243
2021 Q4	$748K	Sell	12,691 -22,958	-64%	-$1.4M	0.09%	203
2021 Q3	$2.21M	Sell	35,649 -16,553	-32%	-$1.03M	0.3%	109
2021 Q2	$3.16M	Buy	52,202 +6,445	+14%	+$406K	0.43%	98
2021 Q1	$2.85M	Buy	45,757 +3,527	+8%	+$232K	0.42%	98
2020 Q4	$2.88M	Sell	42,230 -986	-2%	-$63K	0.45%	96
2020 Q3	$2.49M	Sell	43,216 -632	-1%	-$37K	0.45%	95
2020 Q2	$2.48M	Sell	43,848 -4,875	-10%	-$247K	0.5%	90
2020 Q1	$2.17M	Sell	48,723 -587	-1%	-$31.3K	0.56%	82
2019 Q4	$2.85M	Buy	+49,310	New	+$2.67M	0.56%	83

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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

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

Marks Group Wealth Management's ENZL Position: Q2 2022 in Review

Marks Group Wealth Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q2 2022, closing a stake of 8,181 shares — an estimated $450K sold.

Marks Group Wealth Management first reported a position in ENZL in Q4 2019 and held it in 10 quarters. The position peaked at $3.16M in Q2 2021. 43 funds tracked by Wall St. Rank hold ENZL as of Q2 2022.

Marks Group Wealth Management reported no remaining iShares MSCI New Zealand ETF position as of Q2 2022 after selling out during the quarter.
Marks Group Wealth Management sold 8,181 iShares MSCI New Zealand ETF shares in Q2 2022, an estimated $450K.
Marks Group Wealth Management first reported a position in iShares MSCI New Zealand ETF in Q4 2019 and held it in 10 quarters.
Marks Group Wealth Management's iShares MSCI New Zealand ETF position peaked at $3.16M in Q2 2021.
43 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q2 2022.

Based on Marks Group Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.