Glovista Investments’s iShares MSCI Chile ETF ECH Stock Holding History

Glovista Investments’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
2023 Q4	$2.38M	Buy	83,933 +58,887	+235%	+$1.53M	1.1%	22
2023 Q3	$658K	Sell	25,046 -45,027	-64%	-$1.3M	0.39%	33
2023 Q2	$2.05M	Buy	70,073 +40,966	+141%	+$1.19M	1.09%	21
2023 Q1	$842K	Sell	29,107 -5,604	-16%	-$159K	0.51%	33
2022 Q4	$930K	Sell	34,711 -37,074	-52%	-$952K	0.46%	31
2022 Q3	$1.75M	Buy	71,785 +34,836	+94%	+$907K	0.92%	22
2022 Q2	$874K	Sell	36,949 -122,028	-77%	-$3.33M	0.36%	40
2022 Q1	$4.65M	Buy	158,977 +129,091	+432%	+$3.38M	1.38%	20
2021 Q4	$691K	Sell	29,886 -12,130	-29%	-$302K	0.19%	57
2021 Q3	$1.1M	Sell	42,016 -10,257	-20%	-$280K	0.32%	42
2021 Q2	$1.52M	Buy	52,273 +20,300	+63%	+$637K	0.36%	53
2021 Q1	$1.1M	Sell	31,973 -67,774	-68%	-$2.2M	0.33%	54
2020 Q4	$3.01M	Buy	99,747 +76,299	+325%	+$2.04M	0.98%	30
2020 Q3	$564K	Sell	23,448 -64,670	-73%	-$1.69M	0.2%	71
2020 Q2	$2.22M	Buy	88,118 +53,367	+154%	+$1.32M	0.86%	29
2020 Q1	$756K	Sell	34,751 -34,007	-49%	-$971K	0.39%	45
2019 Q4	$2.29M	Buy	68,758 +31,402	+84%	+$1.08M	0.75%	33
2019 Q3	$1.4M	Buy	37,356 +182	+0.5%	+$6.88K	0.5%	45
2019 Q2	$1.52M	Buy	37,174 +16,382	+79%	+$678K	0.49%	43
2019 Q1	$901K	Sell	20,792 -22,793	-52%	-$1.02M	0.28%	40
2018 Q4	$1.81M	Sell	43,585 -49,894	-53%	-$2.14M	0.51%	37
2018 Q3	$4.23M	Buy	93,479 +56,751	+155%	+$2.57M	1.1%	27
2018 Q2	$1.7M	Sell	36,728 -6,670	-15%	-$344K	0.42%	43
2018 Q1	$2.29M	Sell	43,398 -212,720	-83%	-$11.5M	0.51%	35
2017 Q4	$13.4M	Buy	256,118 +189,163	+283%	+$9.29M	2.68%	12
2017 Q3	$3.25M	Buy	66,955 +17,136	+34%	+$795K	0.62%	33
2017 Q2	$2.08M	Sell	49,819 -160,813	-76%	-$6.98M	0.46%	36
2017 Q1	$9.15M	Sell	210,632 -722,894	-77%	-$29.2M	2.05%	15
2016 Q4	$34.9M	Buy	+933,526	New	+$35.6M	6.24%	7
2016 Q3	–	Sell	-352,189	Closed	-$13M	–	91
2016 Q2	$13M	Sell	352,189 -172,831	-33%	-$6.28M	2.31%	13
2016 Q1	$19.4M	Buy	525,020 +334,376	+175%	+$11.1M	3.22%	9
2015 Q4	$6.08M	Sell	190,644 -893,995	-82%	-$30M	1.01%	20
2015 Q3	$35.8M	Buy	1,084,639 +571,150	+111%	+$20.1M	5.17%	7
2015 Q2	$19.6M	Buy	+513,489	New	+$21.3M	2.24%	12
2015 Q1	–	Sell	-5,268	Closed	-$210K	–	82
2014 Q4	$210K	Sell	5,268 -942,304	-99%	-$38.9M	0.03%	74
2014 Q3	$40.4M	Buy	+947,572	New	+$41.9M	5.29%	7
2014 Q2	–	Sell	-248,631	Closed	-$11.3M	–	92
2014 Q1	$11.3M	Sell	248,631 -1,074,521	-81%	-$46.7M	1.91%	12
2013 Q4	$62.9M	Buy	1,323,152 +550,763	+71%	+$26.9M	10.27%	4
2013 Q3	$38.8M	Buy	+772,389	New	+$38.8M	6.93%	5

Other funds holding ECH

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 Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCP

Breakout Capital Partners New York $174M AUM 7.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

VSI

Verde Servicos Internacionais Sao Paulo, Brazil $326M AUM 26.99% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Glovista Investments's ECH Position: Q4 2023 in Review

Glovista Investments increased its iShares MSCI Chile ETF (ECH) stake by 235% in Q4 2023, buying an estimated $1.53M and bringing the position to 83,933 shares worth $2.38M. The position accounts for 1.1% of the portfolio, ranked #22.

Glovista Investments first reported a position in ECH in Q3 2013 and has held it in 39 quarters since. The position peaked at $62.9M in Q4 2013. 69 funds tracked by Wall St. Rank hold ECH as of Q4 2023.

Glovista Investments held 83,933 shares of iShares MSCI Chile ETF worth $2.38M as of Q4 2023.
Glovista Investments bought 58,887 iShares MSCI Chile ETF shares in Q4 2023, an estimated $1.53M.
iShares MSCI Chile ETF made up 1.1% of Glovista Investments's portfolio in Q4 2023, its #22 holding.
Glovista Investments first reported a position in iShares MSCI Chile ETF in Q3 2013 and has held it in 39 quarters since.
Glovista Investments's iShares MSCI Chile ETF position peaked at $62.9M in Q4 2013.
69 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q4 2023.

Based on Glovista Investments's 13F filing for Q4 2023, filed 12 Feb 2024.