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Summit Securities Group’s iShares MSCI Chile ETF ECH Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-500
Closed -$14K – 933
2022
Q4 		$14K Buy
+500
New +$12.8K ﹤0.01% 970
2022
Q3 		– Sell
-1,400
Closed -$34K – 985
2022
Q2 		$34K Buy
+1,400
New +$38.2K ﹤0.01% 646
2017
Q1 		– Sell
-19,759
Closed -$739K – 318
2016
Q4 		$739K Buy
+19,759
New +$753K 0.16% 120

Other funds holding ECH

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Summit Securities Group's ECH Position: Q1 2023 in Review

Summit Securities Group sold out of iShares MSCI Chile ETF (ECH) in Q1 2023, closing a stake of 500 shares — an estimated $14K sold.

Summit Securities Group first reported a position in ECH in Q4 2016 and held it in 3 quarters. The position peaked at $739K in Q4 2016. 71 funds tracked by Wall St. Rank hold ECH as of Q1 2023.

  • Summit Securities Group reported no remaining iShares MSCI Chile ETF position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 500 iShares MSCI Chile ETF shares in Q1 2023, an estimated $14K.
  • Summit Securities Group first reported a position in iShares MSCI Chile ETF in Q4 2016 and held it in 3 quarters.
  • Summit Securities Group's iShares MSCI Chile ETF position peaked at $739K in Q4 2016.
  • 71 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.