IFP Advisors’s Global X MSCI China Consumer Staples ETF CHIS Stock Holding History

IFP Advisors’s Portfolio CHIS Stock Details CHIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-656	Closed	-$12K	–	3400
2023 Q3	$12K	Buy	656 +154	+31%	+$2.96K	﹤0.01%	2177
2023 Q2	$9.8K	Hold	502	–	–	﹤0.01%	2311
2023 Q1	$7.52K	Sell	502 -9,798	-95%	-$228K	﹤0.01%	2407
2022 Q4	$151K	Buy	10,300 +9,760	+1,807%	+$202K	﹤0.01%	1502
2022 Q3	$8K	Hold	540	–	–	﹤0.01%	3819
2022 Q2	$8K	Hold	540	–	–	﹤0.01%	3566
2022 Q1	$8K	Buy	+540	New	+$14K	﹤0.01%	3565

Other funds holding CHIS

OMC

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

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

IFP Advisors's CHIS Position: Q4 2023 in Review

IFP Advisors sold out of Global X MSCI China Consumer Staples ETF (CHIS) in Q4 2023, closing a stake of 656 shares — an estimated $12K sold.

IFP Advisors first reported a position in CHIS in Q1 2022 and held it in 7 quarters. The position peaked at $151K in Q4 2022. 9 funds tracked by Wall St. Rank hold CHIS as of Q4 2023.

IFP Advisors reported no remaining Global X MSCI China Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 656 Global X MSCI China Consumer Staples ETF shares in Q4 2023, an estimated $12K.
IFP Advisors first reported a position in Global X MSCI China Consumer Staples ETF in Q1 2022 and held it in 7 quarters.
IFP Advisors's Global X MSCI China Consumer Staples ETF position peaked at $151K in Q4 2022.
9 funds tracked by Wall St. Rank held Global X MSCI China Consumer Staples ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.