MAM
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Marotta Asset Management’s iShares MSCI Chile ETF ECH Stock Holding History

Marotta Asset 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
2026
Q2 		$2.37M Sell
60,241
-6,247
-9% -$257K 0.39% 45
2026
Q1 		$2.7M Sell
66,488
-1,065
-2% -$45.5K 0.5% 41
2025
Q4 		$2.73M Sell
67,553
-1,418
-2% -$51.5K 0.51% 42
2025
Q3 		$2.26M Buy
68,971
+2,101
+3% +$67K 0.42% 45
2025
Q2 		$2.1M Sell
66,870
-16,349
-20% -$508K 0.42% 45
2025
Q1 		$2.27M Buy
83,219
+3,411
+4% +$96K 0.45% 43
2024
Q4 		$1.98M Sell
79,808
-3,411
-4% -$88K 0.41% 45
2024
Q3 		$2.27M Buy
83,219
+3,178
+4% +$82.9K 0.45% 43
2024
Q2 		$2.05M Sell
80,041
-3,331
-4% -$91.2K 0.42% 47
2024
Q1 		$2.22M Sell
83,372
-551
-0.7% -$14.3K 0.46% 40
2023
Q4 		$2.37M Sell
83,923
-4,932
-6% -$128K 0.51% 39
2023
Q3 		$2.33M Sell
88,855
-10,075
-10% -$291K 0.54% 37
2023
Q2 		$2.89M Buy
+98,930
New +$2.87M 0.64% 34
2022
Q4 		$3.6M Sell
132,796
-4,325
-3% -$111K 0.87% 31
2022
Q3 		$3.29M Sell
137,121
-2,029
-1% -$52.8K 0.86% 32
2022
Q2 		$3.34M Sell
139,150
-5,596
-4% -$153K 0.82% 33
2022
Q1 		$4.21M Sell
144,746
-3,790
-3% -$99.1K 0.98% 29
2021
Q4 		$3.43M Buy
148,536
+881
+0.6% +$22K 0.78% 32
2021
Q3 		$3.84M Buy
147,655
+7,557
+5% +$207K 0.93% 30
2021
Q2 		$4.04M Buy
140,098
+7,302
+5% +$229K 0.97% 29
2021
Q1 		$4.55M Sell
132,796
-19,828
-13% -$644K 1.16% 25
2020
Q4 		$4.61M Sell
152,624
-16,642
-10% -$444K 1.22% 26
2020
Q3 		$4.08M Sell
169,266
-453
-0.3% -$11.8K 1.24% 26
2020
Q2 		$4.28M Buy
169,719
+11,098
+7% +$275K 1.37% 25
2020
Q1 		$3.34M Buy
158,621
+54,302
+52% +$1.55M 1.29% 25
2019
Q4 		$3.24M Buy
+104,319
New +$3.58M 0.99% 29

Other funds holding ECH

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
EL
ES4 LLC Newport Beach, California $190M AUM

Marotta Asset Management's ECH Position: Q2 2026 in Review

Marotta Asset Management reduced its iShares MSCI Chile ETF (ECH) stake by 9.4% in Q2 2026, selling an estimated $257K and leaving 60,241 shares worth $2.37M. The position accounts for 0.39% of the portfolio, ranked #45.

Marotta Asset Management first reported a position in ECH in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.61M in Q4 2020. 27 funds tracked by Wall St. Rank hold ECH as of Q2 2026.

  • Marotta Asset Management held 60,241 shares of iShares MSCI Chile ETF worth $2.37M as of Q2 2026.
  • Marotta Asset Management sold 6,247 iShares MSCI Chile ETF shares in Q2 2026, an estimated $257K.
  • iShares MSCI Chile ETF made up 0.39% of Marotta Asset Management's portfolio in Q2 2026, its #45 holding.
  • Marotta Asset Management first reported a position in iShares MSCI Chile ETF in Q4 2019 and has held it in 26 quarters since.
  • Marotta Asset Management's iShares MSCI Chile ETF position peaked at $4.61M in Q4 2020.
  • 27 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.