Wellington Management Group
ECH icon

Wellington Management Group’s iShares MSCI Chile ETF ECH Stock Holding History

Wellington Management 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
2024
Q1 		– Sell
-25,872
Closed -$730K – 1916
2023
Q4 		$730K Buy
25,872
+1,847
+8% +$48K ﹤0.01% 1677
2023
Q3 		$629K Hold
24,025
– – ﹤0.01% 1668
2023
Q2 		$701K Hold
24,025
– – ﹤0.01% 1651
2023
Q1 		$691K Sell
24,025
-1,105
-4% -$31.3K ﹤0.01% 1777
2022
Q4 		$681K Buy
25,130
+4,644
+23% +$119K ﹤0.01% 1745
2022
Q3 		$492K Buy
20,486
+793
+4% +$20.6K ﹤0.01% 1806
2022
Q2 		$474K Sell
19,693
-2,900
-13% -$79.1K ﹤0.01% 1845
2022
Q1 		$657K Hold
22,593
– – ﹤0.01% 1820
2021
Q4 		$522K Buy
+22,593
New +$563K ﹤0.01% 1967

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

Wellington Management Group's ECH Position: Q1 2024 in Review

Wellington Management Group sold out of iShares MSCI Chile ETF (ECH) in Q1 2024, closing a stake of 25,872 shares — an estimated $730K sold.

Wellington Management Group first reported a position in ECH in Q4 2021 and held it in 9 quarters. The position peaked at $730K in Q4 2023. 53 funds tracked by Wall St. Rank hold ECH as of Q1 2024.

  • Wellington Management Group reported no remaining iShares MSCI Chile ETF position as of Q1 2024 after selling out during the quarter.
  • Wellington Management Group sold 25,872 iShares MSCI Chile ETF shares in Q1 2024, an estimated $730K.
  • Wellington Management Group first reported a position in iShares MSCI Chile ETF in Q4 2021 and held it in 9 quarters.
  • Wellington Management Group's iShares MSCI Chile ETF position peaked at $730K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q1 2024.

Based on Wellington Management Group's 13F filing for Q1 2024, filed 15 May 2024.