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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWA Wealth Partners's ENZL Position: Q1 2020 in Review

RWA Wealth Partners sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2020, closing a stake of 5,921 shares — an estimated $342K sold.

RWA Wealth Partners first reported a position in ENZL in Q1 2018 and held it in 5 quarters. The position peaked at $3.4M in Q1 2018. 49 funds tracked by Wall St. Rank hold ENZL as of Q1 2020.

RWA Wealth Partners reported no remaining iShares MSCI New Zealand ETF position as of Q1 2020 after selling out during the quarter.
RWA Wealth Partners sold 5,921 iShares MSCI New Zealand ETF shares in Q1 2020, an estimated $342K.
RWA Wealth Partners first reported a position in iShares MSCI New Zealand ETF in Q1 2018 and held it in 5 quarters.
RWA Wealth Partners's iShares MSCI New Zealand ETF position peaked at $3.4M in Q1 2018.
49 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2020.

Based on RWA Wealth Partners's 13F filing for Q1 2020, filed 8 Apr 2020.