Glovista Investments’s Global X MSCI China Financials ETF CHIX Stock Holding History

Glovista Investments’s Portfolio CHIX Stock Details CHIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$114K	Buy	+10,684	New	+$120K	0.05%	40
2023 Q2	–	Sell	-12,007	Closed	-$145K	–	49
2023 Q1	$145K	Sell	12,007 -1,176	-9%	-$14.6K	0.09%	39
2022 Q4	$156K	Buy	+13,183	New	+$148K	0.08%	48
2022 Q2	–	Sell	-11,924	Closed	-$166K	–	63
2022 Q1	$166K	Sell	11,924 -346,962	-97%	-$4.98M	0.05%	54
2021 Q4	$5.02M	Buy	358,886 +346,671	+2,838%	+$4.98M	1.39%	22
2021 Q3	$177K	Buy	+12,215	New	+$179K	0.05%	61
2020 Q2	–	Sell	-11,464	Closed	-$159K	–	103
2020 Q1	$159K	Sell	11,464 -915	-7%	-$13.7K	0.08%	84
2019 Q4	$204K	Buy	+12,379	New	+$196K	0.07%	91

Other funds holding CHIX

OMC

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Covestor London, United Kingdom $144M AUM 37.32% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Glovista Investments's CHIX Position: Q4 2023 in Review

Glovista Investments opened a new position in Global X MSCI China Financials ETF (CHIX) in Q4 2023: 10,684 shares worth $114K. The stake represents 0.05% of the portfolio and ranks #40 among its holdings. This is a return to the name: Glovista Investments previously reported a position in CHIX as recently as Q1 2023.

Glovista Investments first reported a position in CHIX in Q4 2019 and has held it in 8 quarters since. The position peaked at $5.02M in Q4 2021. 11 funds tracked by Wall St. Rank hold CHIX as of Q4 2023.

Glovista Investments held 10,684 shares of Global X MSCI China Financials ETF worth $114K as of Q4 2023.
Global X MSCI China Financials ETF was a new Glovista Investments position in Q4 2023.
Global X MSCI China Financials ETF made up 0.05% of Glovista Investments's portfolio in Q4 2023, its #40 holding.
Glovista Investments first reported a position in Global X MSCI China Financials ETF in Q4 2019 and has held it in 8 quarters since.
Glovista Investments's Global X MSCI China Financials ETF position peaked at $5.02M in Q4 2021.
11 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q4 2023.

Based on Glovista Investments's 13F filing for Q4 2023, filed 12 Feb 2024.