CFA
MILN

Carroll Financial Associates’s Global X Millennial Consumer ETF MILN Stock Holding History

Carroll Financial Associates’s Portfolio MILN Stock Details MILN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-95
Closed -$4K – 1812
2021
Q3 		$4K Buy
+95
New +$4.18K ﹤0.01% 1428

Other funds holding MILN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Carroll Financial Associates's MILN Position: Q4 2021 in Review

Carroll Financial Associates sold out of Global X Millennial Consumer ETF (MILN) in Q4 2021, closing a stake of 95 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in MILN in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 56 funds tracked by Wall St. Rank hold MILN as of Q4 2021.

  • Carroll Financial Associates reported no remaining Global X Millennial Consumer ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 95 Global X Millennial Consumer ETF shares in Q4 2021, an estimated $4K.
  • Carroll Financial Associates first reported a position in Global X Millennial Consumer ETF in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Global X Millennial Consumer ETF position peaked at $4K in Q3 2021.
  • 56 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.