Carson Wealth (CWM LLC)
ECH icon

Carson Wealth (CWM LLC)’s iShares MSCI Chile ETF ECH Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-580
Closed -$15K – 4896
2024
Q2 		$15K Hold
580
– – ﹤0.01% 3294
2024
Q1 		$15K Buy
+580
New +$15K ﹤0.01% 3080
2018
Q3 		– Sell
-94
Closed -$4K – 1868
2018
Q2 		$4K Buy
+94
New +$4.85K ﹤0.01% 1234

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
BCP
Breakout Capital Partners New York $174M AUM 7.98% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ECH Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of iShares MSCI Chile ETF (ECH) in Q3 2024, closing a stake of 580 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in ECH in Q2 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2024. 56 funds tracked by Wall St. Rank hold ECH as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining iShares MSCI Chile ETF position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 580 iShares MSCI Chile ETF shares in Q3 2024, an estimated $15K.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Chile ETF in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s iShares MSCI Chile ETF position peaked at $15K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.