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Cyndeo Wealth Partners’s iShares MSCI Chile ETF ECH Stock Holding History

Cyndeo Wealth Partners’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
Q1 		– Sell
-8,023
Closed -$226K – 387
2023
Q4 		$226K Sell
8,023
-77,617
-91% -$2.02M 0.02% 342
2023
Q3 		$2.24M Buy
85,640
+324
+0.4% +$9.35K 0.23% 113
2023
Q2 		$2.49M Sell
85,316
-878
-1% -$25.4K 0.26% 107
2023
Q1 		$2.48M Buy
86,194
+846
+1% +$23.9K 0.27% 109
2022
Q4 		$2.31M Buy
+85,348
New +$2.19M 0.27% 115

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Cyndeo Wealth Partners's ECH Position: Q1 2024 in Review

Cyndeo Wealth Partners sold out of iShares MSCI Chile ETF (ECH) in Q1 2024, closing a stake of 8,023 shares — an estimated $226K sold.

Cyndeo Wealth Partners first reported a position in ECH in Q4 2022 and held it in 5 quarters. The position peaked at $2.49M in Q2 2023. 53 funds tracked by Wall St. Rank hold ECH as of Q1 2024.

  • Cyndeo Wealth Partners reported no remaining iShares MSCI Chile ETF position as of Q1 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 8,023 iShares MSCI Chile ETF shares in Q1 2024, an estimated $226K.
  • Cyndeo Wealth Partners first reported a position in iShares MSCI Chile ETF in Q4 2022 and held it in 5 quarters.
  • Cyndeo Wealth Partners's iShares MSCI Chile ETF position peaked at $2.49M in Q2 2023.
  • 53 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q1 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2024, filed 17 Apr 2024.