GeoWealth Management’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

GeoWealth Management’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
2021 Q3	–	Sell	-25,179	Closed	-$891K	–	396
2021 Q2	$891K	Buy	25,179 +2,396	+11%	+$80.1K	0.11%	107
2021 Q1	$760K	Buy	22,783 +6,526	+40%	+$247K	0.12%	96
2020 Q4	$577K	Buy	16,257 +4,591	+39%	+$147K	0.09%	137
2020 Q3	$319K	Buy	+11,666	New	+$296K	0.1%	119
2019 Q4	–	Sell	-13,244	Closed	-$212K	–	118
2019 Q3	$212K	Buy	+13,244	New	+$213K	0.05%	196

Other funds holding CHIQ

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

OMC

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

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

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

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

WBG

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

GeoWealth Management's CHIQ Position: Q3 2021 in Review

GeoWealth Management sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q3 2021, closing a stake of 25,179 shares — an estimated $891K sold.

GeoWealth Management first reported a position in CHIQ in Q3 2019 and held it in 5 quarters. The position peaked at $891K in Q2 2021. 59 funds tracked by Wall St. Rank hold CHIQ as of Q3 2021.

GeoWealth Management reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q3 2021 after selling out during the quarter.
GeoWealth Management sold 25,179 Global X MSCI China Consumer Discretionary ETF shares in Q3 2021, an estimated $891K.
GeoWealth Management first reported a position in Global X MSCI China Consumer Discretionary ETF in Q3 2019 and held it in 5 quarters.
GeoWealth Management's Global X MSCI China Consumer Discretionary ETF position peaked at $891K in Q2 2021.
59 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q3 2021.

Based on GeoWealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.