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Kalos Management’s iShares MSCI Chile ETF ECH Stock Holding History

Kalos 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
2023
Q2 		– Sell
-326
Closed -$9.38K – 191
2023
Q1 		$9.38K Buy
+326
New +$9.22K 0.02% 214
2019
Q3 		– Sell
-10,985
Closed -$454K – 206
2019
Q2 		$454K Buy
10,985
+1,628
+17% +$67.4K 0.21% 118
2019
Q1 		$404K Sell
9,357
-1,628
-15% -$73.2K 0.26% 93
2018
Q4 		$454K Sell
10,985
-953
-8% -$40.9K 0.22% 107
2018
Q3 		$540K Sell
11,938
-1,938
-14% -$87.8K 0.29% 83
2018
Q2 		$638K Buy
13,876
+309
+2% +$15.9K 0.29% 95
2018
Q1 		$719K Sell
13,567
-752
-5% -$40.7K 0.43% 68
2017
Q4 		$746K Sell
14,319
-307
-2% -$15.1K 0.35% 82
2017
Q3 		$711K Sell
14,626
-190
-1% -$8.82K 0.46% 63
2017
Q2 		$617K Buy
14,816
+519
+4% +$22.5K 0.56% 53
2017
Q1 		$623K Buy
14,297
+121
+0.9% +$4.89K 0.44% 60
2016
Q4 		$530K Sell
14,176
-2,982
-17% -$114K 0.43% 58
2016
Q3 		$633K Sell
17,158
-4,262
-20% -$160K 0.54% 56
2016
Q2 		$788K Buy
21,420
+1,431
+7% +$52K 0.61% 59
2016
Q1 		$638K Hold
19,989
– – 0.53% 62
2015
Q4 		$638K Buy
+19,989
New +$672K 0.48% 65

Other funds holding ECH

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
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
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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Kalos Management's ECH Position: Q2 2023 in Review

Kalos Management sold out of iShares MSCI Chile ETF (ECH) in Q2 2023, closing a stake of 326 shares — an estimated $9.38K sold.

Kalos Management first reported a position in ECH in Q4 2015 and held it in 16 quarters. The position peaked at $788K in Q2 2016. 70 funds tracked by Wall St. Rank hold ECH as of Q2 2023.

  • Kalos Management reported no remaining iShares MSCI Chile ETF position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 326 iShares MSCI Chile ETF shares in Q2 2023, an estimated $9.38K.
  • Kalos Management first reported a position in iShares MSCI Chile ETF in Q4 2015 and held it in 16 quarters.
  • Kalos Management's iShares MSCI Chile ETF position peaked at $788K in Q2 2016.
  • 70 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.