Sunbelt Securities’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Sunbelt Securities’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
2024 Q4	–	Sell	-9,325	Closed	-$461K	–	1839
2024 Q3	$461K	Buy	+9,325	New	+$444K	0.05%	376
2024 Q1	–	Sell	-12	Closed	-$582	–	1753
2023 Q4	$582	Hold	12	–	–	﹤0.01%	1586
2023 Q3	$531	Hold	12	–	–	﹤0.01%	1648
2023 Q2	$588	Sell	12 -4,023	-100%	-$198K	﹤0.01%	1578
2023 Q1	$203K	Buy	+4,035	New	+$202K	0.03%	434

Other funds holding ENZL

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Jasper Ridge Partners Menlo Park, California $3.96B AUM 23.16% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Sunbelt Securities's ENZL Position: Q4 2024 in Review

Sunbelt Securities sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2024, closing a stake of 9,325 shares — an estimated $461K sold.

Sunbelt Securities first reported a position in ENZL in Q1 2023 and held it in 5 quarters. The position peaked at $461K in Q3 2024. 34 funds tracked by Wall St. Rank hold ENZL as of Q4 2024.

Sunbelt Securities reported no remaining iShares MSCI New Zealand ETF position as of Q4 2024 after selling out during the quarter.
Sunbelt Securities sold 9,325 iShares MSCI New Zealand ETF shares in Q4 2024, an estimated $461K.
Sunbelt Securities first reported a position in iShares MSCI New Zealand ETF in Q1 2023 and held it in 5 quarters.
Sunbelt Securities's iShares MSCI New Zealand ETF position peaked at $461K in Q3 2024.
34 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.