OneDigital Investment Advisors’s iShares MSCI New Zealand ETF ENZL Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-547	Closed	-$29K	–	721
2019 Q2	$29K	Sell	547 -241	-31%	-$12.4K	﹤0.01%	697
2019 Q1	$41K	Buy	788 +529	+204%	+$26K	0.01%	533
2018 Q4	$12K	Sell	259 -64	-20%	-$2.98K	﹤0.01%	813
2018 Q3	$16K	Sell	323 -74	-19%	-$3.57K	﹤0.01%	725
2018 Q2	$19K	Sell	397 -109	-22%	-$5.33K	﹤0.01%	827
2018 Q1	$25K	Sell	506 -434	-46%	-$21.1K	0.01%	736
2017 Q4	$45K	Buy	940 +4	+0.4%	+$185	0.01%	542
2017 Q3	$44K	Sell	936 -43	-4%	-$2.02K	0.02%	412
2017 Q2	$45K	Buy	+979	New	+$42.9K	0.01%	501

Other funds holding ENZL

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CPA

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

Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return

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

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

RJA

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

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

OneDigital Investment Advisors's ENZL Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of iShares MSCI New Zealand ETF (ENZL) in Q3 2019, closing a stake of 547 shares — an estimated $29K sold.

OneDigital Investment Advisors first reported a position in ENZL in Q2 2017 and held it in 9 quarters. The position peaked at $45K in Q4 2017. 51 funds tracked by Wall St. Rank hold ENZL as of Q3 2019.

OneDigital Investment Advisors reported no remaining iShares MSCI New Zealand ETF position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 547 iShares MSCI New Zealand ETF shares in Q3 2019, an estimated $29K.
OneDigital Investment Advisors first reported a position in iShares MSCI New Zealand ETF in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's iShares MSCI New Zealand ETF position peaked at $45K in Q4 2017.
51 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.