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

V Wealth 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
2021 Q1	–	Sell	-8,462	Closed	-$576K	–	426
2020 Q4	$576K	Buy	+8,462	New	+$541K	0.12%	189
2020 Q1	–	Sell	-5,214	Closed	-$270K	–	328
2019 Q4	$270K	Hold	5,214	–	–	0.1%	222
2019 Q3	$270K	Sell	5,214 -52	-1%	-$2.77K	0.1%	221
2019 Q2	$290K	Sell	5,266 -3	-0.1%	-$155	0.11%	193
2019 Q1	$273K	Buy	+5,269	New	+$259K	0.11%	190

Other funds holding ENZL

MAM

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

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

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

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

Innealta Capital Austin, Texas $161M AUM 23.8% 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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

V Wealth Advisors's ENZL Position: Q1 2021 in Review

V Wealth Advisors sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2021, closing a stake of 8,462 shares — an estimated $576K sold.

V Wealth Advisors first reported a position in ENZL in Q1 2019 and held it in 5 quarters. The position peaked at $576K in Q4 2020. 55 funds tracked by Wall St. Rank hold ENZL as of Q1 2021.

V Wealth Advisors reported no remaining iShares MSCI New Zealand ETF position as of Q1 2021 after selling out during the quarter.
V Wealth Advisors sold 8,462 iShares MSCI New Zealand ETF shares in Q1 2021, an estimated $576K.
V Wealth Advisors first reported a position in iShares MSCI New Zealand ETF in Q1 2019 and held it in 5 quarters.
V Wealth Advisors's iShares MSCI New Zealand ETF position peaked at $576K in Q4 2020.
55 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2021.

Based on V Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.