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RWA Wealth Partners’s iShares MSCI New Zealand ETF ENZL Stock Holding History

RWA Wealth Partners’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
Q1 		– Sell
-5,921
Closed -$342K – 211
2019
Q4 		$342K Buy
+5,921
New +$321K 0.03% 188
2019
Q1 		– Sell
-36,235
Closed -$1.67M – 232
2018
Q4 		$1.67M Sell
36,235
-19,521
-35% -$909K 0.22% 91
2018
Q3 		$2.71M Sell
55,756
-6,588
-11% -$318K 0.3% 76
2018
Q2 		$3.01M Sell
62,344
-7,230
-10% -$353K 0.34% 74
2018
Q1 		$3.4M Buy
+69,574
New +$3.38M 0.44% 61

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return