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Next Financial Group’s iShares MSCI Ireland ETF EIRL Stock Holding History

Next Financial Group’s Portfolio EIRL Stock Details EIRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-120
Closed -$6K – 2549
2020
Q4 		$6K Hold
120
– – ﹤0.01% 1922
2020
Q3 		$5K Buy
+120
New +$4.89K ﹤0.01% 1830
2020
Q2 		– Sell
-120
Closed -$4K – 929
2020
Q1 		$4K Hold
120
– – ﹤0.01% 1752
2019
Q4 		$6K Hold
120
– – ﹤0.01% 1909
2019
Q3 		$5K Hold
120
– – ﹤0.01% 1898
2019
Q2 		$5K Sell
120
-2,932
-96% -$124K ﹤0.01% 1877
2019
Q1 		$127K Sell
3,052
-3,986
-57% -$161K 0.03% 472
2018
Q4 		$260K Buy
7,038
+3,565
+103% +$144K 0.05% 328
2018
Q3 		$157K Buy
+3,473
New +$162K 0.07% 255
2018
Q2 		– Sell
-7,308
Closed -$341K – 312
2018
Q1 		$341K Hold
7,308
– – 0.07% 271
2017
Q4 		$351K Sell
7,308
-3,369
-32% -$157K 0.15% 172
2017
Q3 		$494K Buy
10,677
+135
+1% +$5.95K 0.14% 165
2017
Q2 		$459K Hold
10,542
– – 0.11% 201
2017
Q1 		$444K Sell
10,542
-3,164
-23% -$124K 0.12% 185
2016
Q4 		$514K Buy
13,706
+3,612
+36% +$133K 0.09% 250
2016
Q3 		$384K Buy
10,094
+2,786
+38% +$105K 0.07% 294
2016
Q2 		$262K Hold
7,308
– – 0.08% 239
2016
Q1 		$293K Sell
7,308
-1,128
-13% -$43.4K 0.1% 197
2015
Q4 		$350K Hold
8,436
– – 0.13% 158
2015
Q3 		$328K Hold
8,436
– – 0.12% 195
2015
Q2 		$329K Buy
+8,436
New +$334K 0.11% 191

Other funds holding EIRL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's EIRL Position: Q1 2021 in Review

Next Financial Group sold out of iShares MSCI Ireland ETF (EIRL) in Q1 2021, closing a stake of 120 shares — an estimated $6K sold.

Next Financial Group first reported a position in EIRL in Q2 2015 and held it in 21 quarters. The position peaked at $514K in Q4 2016. 24 funds tracked by Wall St. Rank hold EIRL as of Q1 2021.

  • Next Financial Group reported no remaining iShares MSCI Ireland ETF position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 120 iShares MSCI Ireland ETF shares in Q1 2021, an estimated $6K.
  • Next Financial Group first reported a position in iShares MSCI Ireland ETF in Q2 2015 and held it in 21 quarters.
  • Next Financial Group's iShares MSCI Ireland ETF position peaked at $514K in Q4 2016.
  • 24 funds tracked by Wall St. Rank held iShares MSCI Ireland ETF as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.