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Accuvest Global Advisors’s iShares MSCI Chile ETF ECH Stock Holding History

Accuvest Global Advisors’s Portfolio ECH Stock Details ECH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,036
Closed -$420K – 89
2023
Q3 		$420K Sell
16,036
-4,197
-21% -$121K 0.23% 74
2023
Q2 		$590K Buy
20,233
+3,605
+22% +$104K 0.3% 61
2023
Q1 		$479K Sell
16,628
-17,320
-51% -$490K 0.22% 74
2022
Q4 		$920K Sell
33,948
-9,732
-22% -$250K 0.31% 63
2022
Q3 		$1.05M Buy
43,680
+7,447
+21% +$194K 0.72% 37
2022
Q2 		$872K Sell
36,233
-8,324
-19% -$227K 0.56% 46
2022
Q1 		$1.29M Buy
44,557
+32,857
+281% +$859K 0.65% 40
2021
Q4 		$270K Sell
11,700
-7,152
-38% -$178K 0.12% 109
2021
Q3 		$490K Buy
+18,852
New +$516K 0.23% 64
2019
Q4 		– Sell
-14,455
Closed -$541K – 70
2019
Q3 		$541K Buy
+14,455
New +$546K 1.1% 21
2019
Q2 		– Sell
-19,801
Closed -$855K – 98
2019
Q1 		$855K Sell
19,801
-22,077
-53% -$992K 0.46% 58
2018
Q4 		$1.73M Buy
41,878
+33,799
+418% +$1.45M 0.9% 18
2018
Q3 		$366K Sell
8,079
-38,052
-82% -$1.72M 0.14% 111
2018
Q2 		$2.12M Buy
46,131
+29,081
+171% +$1.5M 0.82% 26
2018
Q1 		$904K Buy
17,050
+10,916
+178% +$590K 0.67% 32
2017
Q4 		$320K Sell
6,134
-1,491
-20% -$73.2K 0.23% 43
2017
Q3 		$371K Buy
+7,625
New +$354K 0.32% 41
2017
Q2 		– Sell
-47,174
Closed -$2.06M – 94
2017
Q1 		$2.06M Buy
+47,174
New +$1.91M 0.66% 26

Other funds holding ECH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCP
Breakout Capital Partners New York $174M AUM 7.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $326M AUM 26.99% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Accuvest Global Advisors's ECH Position: Q4 2023 in Review

Accuvest Global Advisors sold out of iShares MSCI Chile ETF (ECH) in Q4 2023, closing a stake of 16,036 shares — an estimated $420K sold.

Accuvest Global Advisors first reported a position in ECH in Q1 2017 and held it in 18 quarters. The position peaked at $2.12M in Q2 2018. 69 funds tracked by Wall St. Rank hold ECH as of Q4 2023.

  • Accuvest Global Advisors reported no remaining iShares MSCI Chile ETF position as of Q4 2023 after selling out during the quarter.
  • Accuvest Global Advisors sold 16,036 iShares MSCI Chile ETF shares in Q4 2023, an estimated $420K.
  • Accuvest Global Advisors first reported a position in iShares MSCI Chile ETF in Q1 2017 and held it in 18 quarters.
  • Accuvest Global Advisors's iShares MSCI Chile ETF position peaked at $2.12M in Q2 2018.
  • 69 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q4 2023.

Based on Accuvest Global Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.