Adams Wealth Management
ECH icon

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 $1.81T AUM 41.13% 1-Year Est. Return
Provida Pension Fund Administrator
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Breakout Capital Partners
Breakout Capital Partners New York $164M AUM 0.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Whitcomb & Hess
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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.