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Adams Wealth Management’s iShares MSCI Chile ETF ECH Stock Holding History

Adams Wealth Management’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
-12,478
Closed -$327K – 97
2023
Q3 		$327K Sell
12,478
-238,363
-95% -$6.88M 0.11% 79
2023
Q2 		$7.32M Buy
250,841
+8,890
+4% +$258K 2.29% 10
2023
Q1 		$6.96M Buy
+241,951
New +$6.84M 2.25% 11

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

Adams Wealth Management's ECH Position: Q4 2023 in Review

Adams Wealth Management sold out of iShares MSCI Chile ETF (ECH) in Q4 2023, closing a stake of 12,478 shares — an estimated $327K sold.

Adams Wealth Management first reported a position in ECH in Q1 2023 and held it in 3 quarters. The position peaked at $7.32M in Q2 2023. 69 funds tracked by Wall St. Rank hold ECH as of Q4 2023.

  • Adams Wealth Management reported no remaining iShares MSCI Chile ETF position as of Q4 2023 after selling out during the quarter.
  • Adams Wealth Management sold 12,478 iShares MSCI Chile ETF shares in Q4 2023, an estimated $327K.
  • Adams Wealth Management first reported a position in iShares MSCI Chile ETF in Q1 2023 and held it in 3 quarters.
  • Adams Wealth Management's iShares MSCI Chile ETF position peaked at $7.32M in Q2 2023.
  • 69 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q4 2023.

Based on Adams Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.