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EverSource Wealth Advisors’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

EverSource Wealth Advisors’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
2022
Q2 		– Sell
-50
Closed -$1K – 1737
2022
Q1 		$1K Sell
50
-140
-74% -$3.19K ﹤0.01% 1636
2021
Q4 		$5K Buy
+190
New +$5.42K ﹤0.01% 1241

Other funds holding CHIQ

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

EverSource Wealth Advisors's CHIQ Position: Q2 2022 in Review

EverSource Wealth Advisors sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q2 2022, closing a stake of 50 shares — an estimated $1K sold.

EverSource Wealth Advisors first reported a position in CHIQ in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 60 funds tracked by Wall St. Rank hold CHIQ as of Q2 2022.

  • EverSource Wealth Advisors reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 50 Global X MSCI China Consumer Discretionary ETF shares in Q2 2022, an estimated $1K.
  • EverSource Wealth Advisors first reported a position in Global X MSCI China Consumer Discretionary ETF in Q4 2021 and held it in 2 quarters.
  • EverSource Wealth Advisors's Global X MSCI China Consumer Discretionary ETF position peaked at $5K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q2 2022.

Based on EverSource Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.