MSCM
MILN

McElhenny Sheffield Capital Management’s Global X Millennial Consumer ETF MILN Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio MILN Stock Details MILN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-43
Closed -$1.12K – 406
2022
Q4 		$1.12K Buy
+43
New +$1.15K ﹤0.01% 557

Other funds holding MILN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McElhenny Sheffield Capital Management's MILN Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Global X Millennial Consumer ETF (MILN) in Q1 2023, closing a stake of 43 shares — an estimated $1.12K sold.

McElhenny Sheffield Capital Management first reported a position in MILN in Q4 2022 and held it in 1 quarter. The position peaked at $1.12K in Q4 2022. 45 funds tracked by Wall St. Rank hold MILN as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Global X Millennial Consumer ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 43 Global X Millennial Consumer ETF shares in Q1 2023, an estimated $1.12K.
  • McElhenny Sheffield Capital Management first reported a position in Global X Millennial Consumer ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Global X Millennial Consumer ETF position peaked at $1.12K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.