James Investment Research’s Global X MSCI China Energy ETF CHIE Stock Holding History

James Investment Research’s Portfolio CHIE Stock Details CHIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,427	Closed	-$22K	–	560
2023 Q1	$22K	Sell	1,427 -2,802	-66%	-$42.7K	﹤0.01%	433
2022 Q4	$60K	Buy	4,229 +947	+29%	+$14.2K	0.01%	343
2022 Q3	$50K	Buy	3,282 +596	+22%	+$9.15K	0.01%	364
2022 Q2	$40K	Buy	+2,686	New	+$39K	0.01%	366

Other funds holding CHIE

OMC

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

James Investment Research's CHIE Position: Q2 2023 in Review

James Investment Research sold out of Global X MSCI China Energy ETF (CHIE) in Q2 2023, closing a stake of 1,427 shares — an estimated $22K sold.

James Investment Research first reported a position in CHIE in Q2 2022 and held it in 4 quarters. The position peaked at $60K in Q4 2022. 5 funds tracked by Wall St. Rank hold CHIE as of Q2 2023.

James Investment Research reported no remaining Global X MSCI China Energy ETF position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 1,427 Global X MSCI China Energy ETF shares in Q2 2023, an estimated $22K.
James Investment Research first reported a position in Global X MSCI China Energy ETF in Q2 2022 and held it in 4 quarters.
James Investment Research's Global X MSCI China Energy ETF position peaked at $60K in Q4 2022.
5 funds tracked by Wall St. Rank held Global X MSCI China Energy ETF as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.