Creative Planning’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

Creative Planning’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
2018 Q2	–	Sell	-52,412	Closed	-$981K	–	2069
2018 Q1	$981K	Buy	+52,412	New	+$1M	﹤0.01%	749
2017 Q4	–	Sell	-53,331	Closed	-$916K	–	1919
2017 Q3	$916K	Buy	+53,331	New	+$848K	﹤0.01%	759
2016 Q4	–	Sell	-50,675	Closed	-$616K	–	4634
2016 Q3	$616K	Buy	+50,675	New	+$591K	﹤0.01%	787
2016 Q2	–	Sell	-87,911	Closed	-$986K	–	4364
2016 Q1	$986K	Buy	+87,911	New	+$933K	0.01%	512
2014 Q2	–	Sell	-54,400	Closed	-$790K	–	3787
2014 Q1	$790K	Buy	+54,400	New	+$806K	0.01%	445
2013 Q3	–	Sell	-200	Closed	-$3K	–	3220
2013 Q2	$3K	Buy	+200	New	+$2.82K	﹤0.01%	2699

Other funds holding CHIQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

SWM

Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

WBG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Creative Planning's CHIQ Position: Q2 2018 in Review

Creative Planning sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q2 2018, closing a stake of 52,412 shares — an estimated $981K sold.

Creative Planning first reported a position in CHIQ in Q2 2013 and held it in 6 quarters. The position peaked at $986K in Q1 2016. 37 funds tracked by Wall St. Rank hold CHIQ as of Q2 2018.

Creative Planning reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q2 2018 after selling out during the quarter.
Creative Planning sold 52,412 Global X MSCI China Consumer Discretionary ETF shares in Q2 2018, an estimated $981K.
Creative Planning first reported a position in Global X MSCI China Consumer Discretionary ETF in Q2 2013 and held it in 6 quarters.
Creative Planning's Global X MSCI China Consumer Discretionary ETF position peaked at $986K in Q1 2016.
37 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.