Marks Group Wealth Management’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

Marks Group Wealth Management’s Portfolio CHIQ Stock Details CHIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,658	Closed	-$227K	–	280
2022 Q3	$227K	Sell	12,658 -21,310	-63%	-$446K	0.03%	252
2022 Q2	$805K	Sell	33,968 -32,044	-49%	-$642K	0.12%	181
2022 Q1	$1.31M	Sell	66,012 -33,891	-34%	-$773K	0.16%	137
2021 Q4	$2.59M	Sell	99,903 -182,842	-65%	-$5.22M	0.32%	101
2021 Q3	$7.93M	Sell	282,745 -50,633	-15%	-$1.54M	1.07%	11
2021 Q2	$11.8M	Buy	333,378 +1,344	+0.4%	+$44.9K	1.62%	5
2021 Q1	$11.1M	Buy	332,034 +25,078	+8%	+$949K	1.65%	6
2020 Q4	$10.9M	Sell	306,956 -23,879	-7%	-$766K	1.7%	3
2020 Q3	$9.1M	Buy	330,835 +252,532	+323%	+$6.4M	1.64%	4
2020 Q2	$1.64M	Sell	78,303 -14,087	-15%	-$259K	0.33%	109
2020 Q1	$1.49M	Sell	92,390 -12,026	-12%	-$216K	0.39%	104
2019 Q4	$1.93M	Buy	+104,416	New	+$1.84M	0.38%	108

Other funds holding CHIQ

OMC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Marks Group Wealth Management's CHIQ Position: Q4 2022 in Review

Marks Group Wealth Management sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q4 2022, closing a stake of 12,658 shares — an estimated $227K sold.

Marks Group Wealth Management first reported a position in CHIQ in Q4 2019 and held it in 12 quarters. The position peaked at $11.8M in Q2 2021. 45 funds tracked by Wall St. Rank hold CHIQ as of Q4 2022.

Marks Group Wealth Management reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
Marks Group Wealth Management sold 12,658 Global X MSCI China Consumer Discretionary ETF shares in Q4 2022, an estimated $227K.
Marks Group Wealth Management first reported a position in Global X MSCI China Consumer Discretionary ETF in Q4 2019 and held it in 12 quarters.
Marks Group Wealth Management's Global X MSCI China Consumer Discretionary ETF position peaked at $11.8M in Q2 2021.
45 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q4 2022.

Based on Marks Group Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.