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

Avior 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
2024
Q2 		– Sell
-33
Closed -$876 – 2686
2024
Q1 		$876 Buy
+33
New +$855 ﹤0.01% 2430

Other funds holding ECH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PPFA
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
BCP
Breakout Capital Partners New York $164M AUM 0.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Avior Wealth Management's ECH Position: Q2 2024 in Review

Avior Wealth Management sold out of iShares MSCI Chile ETF (ECH) in Q2 2024, closing a stake of 33 shares — an estimated $876 sold.

Avior Wealth Management first reported a position in ECH in Q1 2024 and held it in 1 quarter. The position peaked at $876 in Q1 2024. 57 funds tracked by Wall St. Rank hold ECH as of Q2 2024.

  • Avior Wealth Management reported no remaining iShares MSCI Chile ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 33 iShares MSCI Chile ETF shares in Q2 2024, an estimated $876.
  • Avior Wealth Management first reported a position in iShares MSCI Chile ETF in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's iShares MSCI Chile ETF position peaked at $876 in Q1 2024.
  • 57 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.