GKWIM
MILN

Gerber Kawasaki Wealth & Investment Management’s Global X Millennial Consumer ETF MILN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
-3
Closed – – 762
2021
Q3 		$0 Buy
+3
New +$132 ﹤0.01% 1214

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 $445B AUM 25.58% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 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 $692M AUM 32% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MILN Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Global X Millennial Consumer ETF (MILN) in Q4 2021, closing a stake of 3 shares.

Gerber Kawasaki Wealth & Investment Management first reported a position in MILN in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 56 funds tracked by Wall St. Rank hold MILN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Global X Millennial Consumer ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3 Global X Millennial Consumer ETF shares in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Global X Millennial Consumer ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Global X Millennial Consumer ETF position peaked at $0 in Q3 2021.
  • 56 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.