Intercontinental Wealth Advisors’s iShares MSCI Chile ETF ECH Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$369K	Hold	12,650	–	–	0.09%	231
2023 Q1	$364K	Sell	12,650 -1,537	-11%	-$43.5K	0.09%	239
2022 Q4	$384K	Hold	14,187	–	–	0.11%	200
2022 Q3	$340K	Hold	14,187	–	–	0.11%	207
2022 Q2	$341K	Hold	14,187	–	–	0.09%	204
2022 Q1	$412K	Buy	+14,187	New	+$371K	0.09%	200
2021 Q4	–	Sell	-19,042	Closed	-$495K	–	289
2021 Q3	$495K	Hold	19,042	–	–	0.12%	166
2021 Q2	$552K	Buy	+19,042	New	+$598K	0.11%	167

Other funds holding ECH

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

BBVA

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

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

Intercontinental Wealth Advisors's ECH Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its iShares MSCI Chile ETF (ECH) position steady in Q2 2023 at 12,650 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #231.

Intercontinental Wealth Advisors first reported a position in ECH in Q2 2021 and has held it in 8 quarters since. The position peaked at $552K in Q2 2021. 70 funds tracked by Wall St. Rank hold ECH as of Q2 2023.

Intercontinental Wealth Advisors held 12,650 shares of iShares MSCI Chile ETF worth $369K as of Q2 2023.
Intercontinental Wealth Advisors left its iShares MSCI Chile ETF share count unchanged in Q2 2023.
iShares MSCI Chile ETF made up 0.09% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #231 holding.
Intercontinental Wealth Advisors first reported a position in iShares MSCI Chile ETF in Q2 2021 and has held it in 8 quarters since.
Intercontinental Wealth Advisors's iShares MSCI Chile ETF position peaked at $552K in Q2 2021.
70 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.