Tiedemann Advisors’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Tiedemann Advisors’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
2023 Q3	$368K	Hold	8,311	–	–	0.02%	196
2023 Q2	$407K	Hold	8,311	–	–	0.02%	176
2023 Q1	$415K	Sell	8,311 -7,074	-46%	-$354K	0.02%	168
2022 Q4	$747K	Hold	15,385	–	–	0.04%	137
2022 Q3	$634K	Hold	15,385	–	–	0.04%	138
2022 Q2	$684K	Hold	15,385	–	–	0.05%	137
2022 Q1	$846K	Hold	15,385	–	–	0.04%	154
2021 Q4	$906K	Hold	15,385	–	–	0.04%	149
2021 Q3	$950K	Hold	15,385	–	–	0.05%	144
2021 Q2	$934K	Hold	15,385	–	–	0.04%	179
2021 Q1	$958K	Hold	15,385	–	–	0.04%	167
2020 Q4	$1.05M	Hold	15,385	–	–	0.05%	146
2020 Q3	$885K	Hold	15,385	–	–	0.04%	182
2020 Q2	$872K	Hold	15,385	–	–	0.05%	174
2020 Q1	$686K	Hold	15,385	–	–	0.04%	182
2019 Q4	$888K	Hold	15,385	–	–	0.04%	172
2019 Q3	$798K	Hold	15,385	–	–	0.04%	192
2019 Q2	$821K	Hold	15,385	–	–	0.04%	167
2019 Q1	$804K	Hold	15,385	–	–	0.04%	244
2018 Q4	$708K	Buy	15,385 +2,118	+16%	+$98.6K	0.04%	246
2018 Q3	$645K	Hold	13,267	–	–	0.04%	206
2018 Q2	$641K	Hold	13,267	–	–	0.04%	208
2018 Q1	$647K	Buy	13,267 +1,992	+18%	+$96.8K	0.04%	178
2017 Q4	$535K	Buy	+11,275	New	+$521K	0.04%	151

Other funds holding ENZL

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiedemann Advisors's ENZL Position: Q3 2023 in Review

Tiedemann Advisors held its iShares MSCI New Zealand ETF (ENZL) position steady in Q3 2023 at 8,311 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #196.

Tiedemann Advisors first reported a position in ENZL in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.05M in Q4 2020. 36 funds tracked by Wall St. Rank hold ENZL as of Q3 2023.

Tiedemann Advisors held 8,311 shares of iShares MSCI New Zealand ETF worth $368K as of Q3 2023.
Tiedemann Advisors left its iShares MSCI New Zealand ETF share count unchanged in Q3 2023.
iShares MSCI New Zealand ETF made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #196 holding.
Tiedemann Advisors first reported a position in iShares MSCI New Zealand ETF in Q4 2017 and has held it in 24 quarters since.
Tiedemann Advisors's iShares MSCI New Zealand ETF position peaked at $1.05M in Q4 2020.
36 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.