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

TPB 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
2022
Q3 		– Sell
-129,271
Closed -$3.12M – 46
2022
Q2 		$3.12M Sell
129,271
-4,083
-3% -$111K 1.4% 17
2022
Q1 		$3.86M Buy
133,354
+38,962
+41% +$1.02M 1.44% 17
2021
Q4 		$2.17M Buy
+94,392
New +$2.35M 1.06% 21

Other funds holding ECH

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TPB Wealth Advisors's ECH Position: Q3 2022 in Review

TPB Wealth Advisors sold out of iShares MSCI Chile ETF (ECH) in Q3 2022, closing a stake of 129,271 shares — an estimated $3.12M sold.

TPB Wealth Advisors first reported a position in ECH in Q4 2021 and held it in 3 quarters. The position peaked at $3.86M in Q1 2022. 69 funds tracked by Wall St. Rank hold ECH as of Q3 2022.

  • TPB Wealth Advisors reported no remaining iShares MSCI Chile ETF position as of Q3 2022 after selling out during the quarter.
  • TPB Wealth Advisors sold 129,271 iShares MSCI Chile ETF shares in Q3 2022, an estimated $3.12M.
  • TPB Wealth Advisors first reported a position in iShares MSCI Chile ETF in Q4 2021 and held it in 3 quarters.
  • TPB Wealth Advisors's iShares MSCI Chile ETF position peaked at $3.86M in Q1 2022.
  • 69 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q3 2022.

Based on TPB Wealth Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.