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Orion Portfolio Solutions’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-6
Closed – – 893
2020
Q2 		$0 Hold
6
– – ﹤0.01% 2244
2020
Q1 		$0 Buy
+6
New +$320 ﹤0.01% 2002

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 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 $1.4B AUM 36.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Orion Portfolio Solutions's ENZL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares MSCI New Zealand ETF (ENZL) in Q3 2020, closing a stake of 6 shares.

Orion Portfolio Solutions first reported a position in ENZL in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 48 funds tracked by Wall St. Rank hold ENZL as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares MSCI New Zealand ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 6 iShares MSCI New Zealand ETF shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in iShares MSCI New Zealand ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares MSCI New Zealand ETF position peaked at $0 in Q2 2020.
  • 48 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.