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

WCG 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
2024
Q1 		– Sell
-12,821
Closed -$362K – 272
2023
Q4 		$362K Buy
+12,821
New +$333K 0.03% 273

Other funds holding ECH

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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BCP
Breakout Capital Partners New York $174M AUM 7.98% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

WCG Wealth Advisors's ECH Position: Q1 2024 in Review

WCG Wealth Advisors sold out of iShares MSCI Chile ETF (ECH) in Q1 2024, closing a stake of 12,821 shares — an estimated $362K sold.

WCG Wealth Advisors first reported a position in ECH in Q4 2023 and held it in 1 quarter. The position peaked at $362K in Q4 2023. 53 funds tracked by Wall St. Rank hold ECH as of Q1 2024.

  • WCG Wealth Advisors reported no remaining iShares MSCI Chile ETF position as of Q1 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 12,821 iShares MSCI Chile ETF shares in Q1 2024, an estimated $362K.
  • WCG Wealth Advisors first reported a position in iShares MSCI Chile ETF in Q4 2023 and held it in 1 quarter.
  • WCG Wealth Advisors's iShares MSCI Chile ETF position peaked at $362K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q1 2024.

Based on WCG Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.