Next Financial Group’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Next Financial Group’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
2020 Q2	–	Sell	-3,036	Closed	-$136K	–	951
2020 Q1	$136K	Buy	3,036 +61	+2%	+$3.26K	0.02%	664
2019 Q4	$172K	Buy	+2,975	New	+$161K	0.02%	751
2017 Q4	–	Sell	-1,000	Closed	-$48K	–	562
2017 Q3	$48K	Hold	1,000	–	–	0.01%	701
2017 Q2	$46K	Hold	1,000	–	–	0.01%	811
2017 Q1	$43K	Hold	1,000	–	–	0.01%	775
2016 Q4	$40K	Sell	1,000 -215	-18%	-$9.13K	0.01%	1053
2016 Q3	$57K	Buy	+1,215	New	+$56K	0.01%	892
2015 Q3	–	Sell	-6	Closed	–	–	1852
2015 Q2	$0	Hold	6	–	–	﹤0.01%	1867
2015 Q1	$0	Hold	6	–	–	﹤0.01%	1865
2014 Q4	$0	Hold	6	–	–	﹤0.01%	2003
2014 Q3	$0	Buy	+6	New	+$244	﹤0.01%	2515

Other funds holding ENZL

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

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

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

Next Financial Group's ENZL Position: Q2 2020 in Review

Next Financial Group sold out of iShares MSCI New Zealand ETF (ENZL) in Q2 2020, closing a stake of 3,036 shares — an estimated $136K sold.

Next Financial Group first reported a position in ENZL in Q3 2014 and held it in 11 quarters. The position peaked at $172K in Q4 2019. 49 funds tracked by Wall St. Rank hold ENZL as of Q2 2020.

Next Financial Group reported no remaining iShares MSCI New Zealand ETF position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 3,036 iShares MSCI New Zealand ETF shares in Q2 2020, an estimated $136K.
Next Financial Group first reported a position in iShares MSCI New Zealand ETF in Q3 2014 and held it in 11 quarters.
Next Financial Group's iShares MSCI New Zealand ETF position peaked at $172K in Q4 2019.
49 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.