Fortis Advisors’s iShares MSCI China Small-Cap ETF ECNS Stock Holding History

Fortis Advisors’s Portfolio ECNS Stock Details ECNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-448	Closed	-$21K	–	286
2021 Q4	$21K	Buy	448 +17	+4%	+$852	0.01%	196
2021 Q3	$22K	Hold	431	–	–	0.01%	202
2021 Q2	$25K	Buy	431 +4	+0.9%	+$224	0.01%	202
2021 Q1	$24K	Sell	427 -113	-21%	-$6.43K	0.02%	169
2020 Q4	$27K	Buy	+540	New	+$25K	0.02%	125

Other funds holding ECNS

WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Fortis Advisors's ECNS Position: Q1 2022 in Review

Fortis Advisors sold out of iShares MSCI China Small-Cap ETF (ECNS) in Q1 2022, closing a stake of 448 shares — an estimated $21K sold.

Fortis Advisors first reported a position in ECNS in Q4 2020 and held it in 5 quarters. The position peaked at $27K in Q4 2020. 17 funds tracked by Wall St. Rank hold ECNS as of Q1 2022.

Fortis Advisors reported no remaining iShares MSCI China Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Fortis Advisors sold 448 iShares MSCI China Small-Cap ETF shares in Q1 2022, an estimated $21K.
Fortis Advisors first reported a position in iShares MSCI China Small-Cap ETF in Q4 2020 and held it in 5 quarters.
Fortis Advisors's iShares MSCI China Small-Cap ETF position peaked at $27K in Q4 2020.
17 funds tracked by Wall St. Rank held iShares MSCI China Small-Cap ETF as of Q1 2022.

Based on Fortis Advisors's 13F filing for Q1 2022, filed 16 May 2022.