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Ronald Blue & Co’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Ronald Blue & Co’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
2016
Q3 		– Sell
-5,114
Closed -$220K – 226
2016
Q2 		$220K Buy
+5,114
New +$214K 0.01% 183

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BWM
Braver Wealth Management Needham, Massachusetts $616M AUM 12.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ronald Blue & Co's ENZL Position: Q3 2016 in Review

Ronald Blue & Co sold out of iShares MSCI New Zealand ETF (ENZL) in Q3 2016, closing a stake of 5,114 shares — an estimated $220K sold.

Ronald Blue & Co first reported a position in ENZL in Q2 2016 and held it in 1 quarter. The position peaked at $220K in Q2 2016. 59 funds tracked by Wall St. Rank hold ENZL as of Q3 2016.

  • Ronald Blue & Co reported no remaining iShares MSCI New Zealand ETF position as of Q3 2016 after selling out during the quarter.
  • Ronald Blue & Co sold 5,114 iShares MSCI New Zealand ETF shares in Q3 2016, an estimated $220K.
  • Ronald Blue & Co first reported a position in iShares MSCI New Zealand ETF in Q2 2016 and held it in 1 quarter.
  • Ronald Blue & Co's iShares MSCI New Zealand ETF position peaked at $220K in Q2 2016.
  • 59 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q3 2016.

Based on Ronald Blue & Co's 13F filing for Q3 2016, filed 17 Oct 2016.