IFP Advisors’s Global X MSCI China Financials ETF CHIX Stock Holding History

IFP Advisors’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 Q1	–	Sell	-3,300	Closed	-$61K	–	4693
2022 Q4	$61K	Hold	3,300	–	–	﹤0.01%	2108
2022 Q3	$61K	Hold	3,300	–	–	﹤0.01%	2223
2022 Q2	$61K	Hold	3,300	–	–	﹤0.01%	2016
2022 Q1	$61K	Buy	+3,300	New	+$47.4K	﹤0.01%	2016
2019 Q1	$3K	Hold	160	–	–	﹤0.01%	2055
2018 Q4	$2K	Hold	160	–	–	﹤0.01%	3250
2018 Q3	$3K	Hold	160	–	–	﹤0.01%	3502
2018 Q2	$3K	Hold	160	–	–	﹤0.01%	3551
2018 Q1	$3K	Hold	160	–	–	﹤0.01%	3466
2017 Q4	$3K	Sell	160 -500	-76%	-$8.91K	﹤0.01%	3517
2017 Q3	$11K	Hold	660	–	–	﹤0.01%	2998
2017 Q2	$10K	Hold	660	–	–	﹤0.01%	3063
2017 Q1	$10K	Sell	660 -3,000	-82%	-$41.9K	﹤0.01%	2963
2016 Q4	$47K	Buy	3,660 +2,000	+120%	+$27.5K	﹤0.01%	1926
2016 Q3	$24K	Buy	1,660 +1,500	+938%	+$20.4K	﹤0.01%	2311
2016 Q2	$2K	Hold	160	–	–	﹤0.01%	3563
2016 Q1	$3K	Hold	160	–	–	﹤0.01%	2047
2015 Q4	$2K	Buy	+160	New	+$2.34K	﹤0.01%	3455

Other funds holding CHIX

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

OMC

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

IFP Advisors's CHIX Position: Q1 2023 in Review

IFP Advisors sold out of Global X MSCI China Financials ETF (CHIX) in Q1 2023, closing a stake of 3,300 shares — an estimated $61K sold.

IFP Advisors first reported a position in CHIX in Q4 2015 and held it in 18 quarters. The position peaked at $61K in Q4 2022. 16 funds tracked by Wall St. Rank hold CHIX as of Q1 2023.

IFP Advisors reported no remaining Global X MSCI China Financials ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 3,300 Global X MSCI China Financials ETF shares in Q1 2023, an estimated $61K.
IFP Advisors first reported a position in Global X MSCI China Financials ETF in Q4 2015 and held it in 18 quarters.
IFP Advisors's Global X MSCI China Financials ETF position peaked at $61K in Q4 2022.
16 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.