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Whalen Wealth Management’s iShares MSCI Chile ETF ECH Stock Holding History

Whalen Wealth 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
Q3 		– Sell
-8,237
Closed -$327K – 219
2026
Q2 		$327K Buy
+8,237
New +$339K 0.15% 155

Other funds holding ECH

WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Whalen Wealth Management's ECH Position: Q3 2026 in Review

Whalen Wealth Management sold out of iShares MSCI Chile ETF (ECH) in Q3 2026, closing a stake of 8,237 shares — an estimated $327K sold.

Whalen Wealth Management first reported a position in ECH in Q2 2026 and held it in 1 quarter. The position peaked at $327K in Q2 2026. 4 funds tracked by Wall St. Rank hold ECH as of Q3 2026.

  • Whalen Wealth Management reported no remaining iShares MSCI Chile ETF position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 8,237 iShares MSCI Chile ETF shares in Q3 2026, an estimated $327K.
  • Whalen Wealth Management first reported a position in iShares MSCI Chile ETF in Q2 2026 and held it in 1 quarter.
  • Whalen Wealth Management's iShares MSCI Chile ETF position peaked at $327K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.