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

Cedar 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	-1,000	Closed	-$26.6K	–	317
2024 Q1	$26.6K	Hold	1,000	–	–	0.01%	197
2023 Q4	$28.2K	Hold	1,000	–	–	0.01%	180
2023 Q3	$26.2K	Hold	1,000	–	–	0.01%	186
2023 Q2	$29.2K	Hold	1,000	–	–	0.01%	190
2023 Q1	$28.8K	Hold	1,000	–	–	0.01%	190
2022 Q4	$27.1K	Hold	1,000	–	–	0.01%	186
2022 Q3	$24K	Hold	1,000	–	–	0.01%	210
2022 Q2	$24K	Hold	1,000	–	–	0.01%	210
2022 Q1	$29K	Hold	1,000	–	–	0.01%	220
2021 Q4	$23K	Hold	1,000	–	–	0.01%	234
2021 Q3	$26K	Hold	1,000	–	–	0.01%	190
2021 Q2	$29K	Hold	1,000	–	–	0.01%	191
2021 Q1	$34K	Hold	1,000	–	–	0.02%	170
2020 Q4	$30K	Buy	1,000 +700	+233%	+$18.7K	0.02%	153
2020 Q3	$7K	Hold	300	–	–	﹤0.01%	195
2020 Q2	$8K	Hold	300	–	–	0.01%	192
2020 Q1	$7K	Buy	300 +150	+100%	+$4.28K	﹤0.01%	198
2019 Q4	$5K	Buy	+150	New	+$5.15K	﹤0.01%	154

Other funds holding ECH

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

Cedar Wealth Management sold out of iShares MSCI Chile ETF (ECH) in Q2 2024, closing a stake of 1,000 shares — an estimated $26.6K sold.

Cedar Wealth Management first reported a position in ECH in Q4 2019 and held it in 18 quarters. The position peaked at $34K in Q1 2021. 57 funds tracked by Wall St. Rank hold ECH as of Q2 2024.

Cedar Wealth Management reported no remaining iShares MSCI Chile ETF position as of Q2 2024 after selling out during the quarter.
Cedar Wealth Management sold 1,000 iShares MSCI Chile ETF shares in Q2 2024, an estimated $26.6K.
Cedar Wealth Management first reported a position in iShares MSCI Chile ETF in Q4 2019 and held it in 18 quarters.
Cedar Wealth Management's iShares MSCI Chile ETF position peaked at $34K in Q1 2021.
57 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q2 2024.

Based on Cedar Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.