AJ Wealth Strategies’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

AJ Wealth Strategies’s Portfolio CHIQ Stock Details CHIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$217K	Hold	12,055	–	–	0.01%	272
2023 Q1	$243K	Hold	12,055	–	–	0.01%	257
2022 Q4	$243K	Hold	12,055	–	–	0.01%	258
2022 Q3	$216K	Hold	12,055	–	–	0.01%	273
2022 Q2	$286K	Sell	12,055 -62,896	-84%	-$1.26M	0.02%	241
2022 Q1	$1.49M	Buy	74,951 +62,896	+522%	+$1.43M	0.07%	111
2021 Q4	$313K	Sell	12,055 -61,000	-83%	-$1.74M	0.01%	245
2021 Q3	$2.05M	Hold	73,055	–	–	0.11%	80
2021 Q2	$2.58M	Buy	73,055 +3,619	+5%	+$121K	0.15%	65
2021 Q1	$2.33M	Buy	69,436 +61,000	+723%	+$2.31M	0.17%	61
2020 Q4	$300K	Hold	8,436	–	–	0.03%	193
2020 Q3	$232K	Buy	+8,436	New	+$214K	0.02%	192

Other funds holding CHIQ

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

AJ Wealth Strategies's CHIQ Position: Q2 2023 in Review

AJ Wealth Strategies held its Global X MSCI China Consumer Discretionary ETF (CHIQ) position steady in Q2 2023 at 12,055 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #272.

AJ Wealth Strategies first reported a position in CHIQ in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.58M in Q2 2021. 41 funds tracked by Wall St. Rank hold CHIQ as of Q2 2023.

AJ Wealth Strategies held 12,055 shares of Global X MSCI China Consumer Discretionary ETF worth $217K as of Q2 2023.
AJ Wealth Strategies left its Global X MSCI China Consumer Discretionary ETF share count unchanged in Q2 2023.
Global X MSCI China Consumer Discretionary ETF made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #272 holding.
AJ Wealth Strategies first reported a position in Global X MSCI China Consumer Discretionary ETF in Q3 2020 and has held it in 12 quarters since.
AJ Wealth Strategies's Global X MSCI China Consumer Discretionary ETF position peaked at $2.58M in Q2 2021.
41 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.