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San Francisco Sentry Investment Group’s iShares MSCI New Zealand ETF ENZL Stock Holding History

San Francisco Sentry Investment Group’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
2021
Q2 		– Sell
-14
Closed -$1K – 703
2021
Q1 		$1K Hold
14
– – ﹤0.01% 709
2020
Q4 		$1K Hold
14
– – ﹤0.01% 681
2020
Q3 		$1K Hold
14
– – ﹤0.01% 645
2020
Q2 		$1K Sell
14
-75
-84% -$3.8K ﹤0.01% 637
2020
Q1 		$4K Hold
89
– – ﹤0.01% 572
2019
Q4 		$5K Buy
+89
New +$4.83K ﹤0.01% 630

Other funds holding ENZL

MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

San Francisco Sentry Investment Group's ENZL Position: Q2 2021 in Review

San Francisco Sentry Investment Group sold out of iShares MSCI New Zealand ETF (ENZL) in Q2 2021, closing a stake of 14 shares — an estimated $1K sold.

San Francisco Sentry Investment Group first reported a position in ENZL in Q4 2019 and held it in 6 quarters. The position peaked at $5K in Q4 2019. 52 funds tracked by Wall St. Rank hold ENZL as of Q2 2021.

  • San Francisco Sentry Investment Group reported no remaining iShares MSCI New Zealand ETF position as of Q2 2021 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 14 iShares MSCI New Zealand ETF shares in Q2 2021, an estimated $1K.
  • San Francisco Sentry Investment Group first reported a position in iShares MSCI New Zealand ETF in Q4 2019 and held it in 6 quarters.
  • San Francisco Sentry Investment Group's iShares MSCI New Zealand ETF position peaked at $5K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.