Royal Fund Management’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Royal Fund Management’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	-28	Closed	-$1K	–	263
2020 Q1	$1K	Hold	28	–	–	﹤0.01%	524
2019 Q4	$1K	Hold	28	–	–	﹤0.01%	577
2019 Q3	$1K	Hold	28	–	–	﹤0.01%	550
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	508
2019 Q1	$1K	Hold	28	–	–	﹤0.01%	539
2018 Q4	$1K	Hold	28	–	–	﹤0.01%	522
2018 Q3	$1K	Hold	28	–	–	﹤0.01%	478
2018 Q2	$1K	Hold	28	–	–	﹤0.01%	514
2018 Q1	$1K	Hold	28	–	–	﹤0.01%	484
2017 Q4	$1K	Hold	28	–	–	﹤0.01%	619
2017 Q3	$1K	Hold	28	–	–	﹤0.01%	428
2017 Q2	$1K	Hold	28	–	–	﹤0.01%	408
2017 Q1	$1K	Hold	28	–	–	﹤0.01%	384
2016 Q4	$1K	Buy	+28	New	+$1.19K	﹤0.01%	365

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

Royal Fund Management's ENZL Position: Q2 2020 in Review

Royal Fund Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q2 2020, closing a stake of 28 shares — an estimated $1K sold.

Royal Fund Management first reported a position in ENZL in Q4 2016 and held it in 14 quarters. The position peaked at $1K in Q1 2020. 49 funds tracked by Wall St. Rank hold ENZL as of Q2 2020.

Royal Fund Management reported no remaining iShares MSCI New Zealand ETF position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 28 iShares MSCI New Zealand ETF shares in Q2 2020, an estimated $1K.
Royal Fund Management first reported a position in iShares MSCI New Zealand ETF in Q4 2016 and held it in 14 quarters.
Royal Fund Management's iShares MSCI New Zealand ETF position peaked at $1K in Q1 2020.
49 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.