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

Geneos 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
Q3 		– Sell
-1,062
Closed -$27.5K – 2572
2024
Q2 		$27.5K Buy
+1,062
New +$29.1K ﹤0.01% 1256
2018
Q4 		– Sell
-44
Closed -$1K – 2401
2018
Q3 		$1K Buy
+44
New +$1.99K ﹤0.01% 2332
2017
Q3 		– Sell
-49
Closed -$2K – 2120
2017
Q2 		$2K Sell
49
-26
-35% -$1.13K ﹤0.01% 1912
2017
Q1 		$3K Hold
75
– – ﹤0.01% 1801
2016
Q4 		$2K Buy
+75
New +$2.86K ﹤0.01% 1837

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

Geneos Wealth Management's ECH Position: Q3 2024 in Review

Geneos Wealth Management sold out of iShares MSCI Chile ETF (ECH) in Q3 2024, closing a stake of 1,062 shares — an estimated $27.5K sold.

Geneos Wealth Management first reported a position in ECH in Q4 2016 and held it in 5 quarters. The position peaked at $27.5K in Q2 2024. 56 funds tracked by Wall St. Rank hold ECH as of Q3 2024.

  • Geneos Wealth Management reported no remaining iShares MSCI Chile ETF position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 1,062 iShares MSCI Chile ETF shares in Q3 2024, an estimated $27.5K.
  • Geneos Wealth Management first reported a position in iShares MSCI Chile ETF in Q4 2016 and held it in 5 quarters.
  • Geneos Wealth Management's iShares MSCI Chile ETF position peaked at $27.5K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q3 2024.

Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.