Marotta Asset Management’s iShares MSCI New Zealand ETF ENZL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.76M | Buy |
195,937
+18,098
| +10% | +$809K | 1.46% | 25 |
|
|
2026
Q1 | $7.57M | Buy |
177,839
+8,114
| +5% | +$371K | 1.39% | 25 |
|
|
2025
Q4 | $7.68M | Buy |
169,725
+2,437
| +1% | +$111K | 1.42% | 26 |
|
|
2025
Q3 | $7.81M | Buy |
167,288
+4,186
| +3% | +$192K | 1.47% | 23 |
|
|
2025
Q2 | $7.44M | Sell |
163,102
-13,188
| -7% | -$582K | 1.49% | 24 |
|
|
2025
Q1 | $8.71M | Buy |
176,290
+9,405
| +6% | +$413K | 1.71% | 19 |
|
|
2024
Q4 | $7.58M | Sell |
166,885
-9,405
| -5% | -$447K | 1.59% | 20 |
|
|
2024
Q3 | $8.71M | Sell |
176,290
-4,886
| -3% | -$233K | 1.71% | 19 |
|
|
2024
Q2 | $8.17M | Sell |
181,176
-5,427
| -3% | -$246K | 1.69% | 20 |
|
|
2024
Q1 | $8.49M | Sell |
186,603
-2,853
| -2% | -$132K | 1.76% | 18 |
|
|
2023
Q4 | $9.19M | Buy |
189,456
+7,748
| +4% | +$348K | 1.97% | 14 |
|
|
2023
Q3 | $8.05M | Buy |
181,708
+13,480
| +8% | +$632K | 1.86% | 13 |
|
|
2023
Q2 | $8.24M | Buy |
+168,228
| New | +$8.28M | 1.84% | 15 |
|
|
2022
Q4 | $7.53M | Buy |
155,151
+5,638
| +4% | +$255K | 1.81% | 13 |
|
|
2022
Q3 | $6.16M | Buy |
149,513
+8,839
| +6% | +$411K | 1.61% | 16 |
|
|
2022
Q2 | $6.24M | Sell |
140,674
-2,444
| -2% | -$119K | 1.54% | 19 |
|
|
2022
Q1 | $7.87M | Buy |
143,118
+16,000
| +13% | +$882K | 1.83% | 16 |
|
|
2021
Q4 | $7.48M | Buy |
127,118
+3,723
| +3% | +$227K | 1.7% | 18 |
|
|
2021
Q3 | $7.62M | Buy |
123,395
+266
| +0.2% | +$16.5K | 1.84% | 16 |
|
|
2021
Q2 | $7.49M | Buy |
123,129
+10,213
| +9% | +$643K | 1.8% | 17 |
|
|
2021
Q1 | $7.04M | Buy |
112,916
+12,341
| +12% | +$811K | 1.8% | 15 |
|
|
2020
Q4 | $6.85M | Buy |
100,575
+21,809
| +28% | +$1.39M | 1.81% | 19 |
|
|
2020
Q3 | $4.53M | Buy |
78,766
+1,614
| +2% | +$94.4K | 1.38% | 23 |
|
|
2020
Q2 | $4.37M | Buy |
77,152
+7,445
| +11% | +$377K | 1.4% | 24 |
|
|
2020
Q1 | $3.1M | Buy |
69,707
+956
| +1% | +$51K | 1.19% | 27 |
|
|
2019
Q4 | $3.84M | Buy |
+68,751
| New | +$3.73M | 1.18% | 24 |
|
Other funds holding ENZL
DAS
BP
ATC
FFA
CI
Marotta Asset Management's ENZL Position: Q2 2026 in Review
Marotta Asset Management increased its iShares MSCI New Zealand ETF (ENZL) stake by 10% in Q2 2026, buying an estimated $809K and bringing the position to 195,937 shares worth $8.76M. The position accounts for 1.46% of the portfolio, ranked #25.
Marotta Asset Management first reported a position in ENZL in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.19M in Q4 2023. 6 funds tracked by Wall St. Rank hold ENZL as of Q2 2026.
- Marotta Asset Management held 195,937 shares of iShares MSCI New Zealand ETF worth $8.76M as of Q2 2026.
- Marotta Asset Management bought 18,098 iShares MSCI New Zealand ETF shares in Q2 2026, an estimated $809K.
- iShares MSCI New Zealand ETF made up 1.46% of Marotta Asset Management's portfolio in Q2 2026, its #25 holding.
- Marotta Asset Management first reported a position in iShares MSCI New Zealand ETF in Q4 2019 and has held it in 26 quarters since.
- Marotta Asset Management's iShares MSCI New Zealand ETF position peaked at $9.19M in Q4 2023.
- 6 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q2 2026.
Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.