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

NewEdge 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	-10	Closed	-$117	–	4370
2022 Q4	$117	Buy	+10	New	+$112	﹤0.01%	3353
2022 Q3	–	Sell	-17,098	Closed	-$232K	–	1693
2022 Q2	$232K	Buy	+17,098	New	+$224K	﹤0.01%	1328

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

NewEdge Advisors's CHIX Position: Q1 2023 in Review

NewEdge Advisors sold out of Global X MSCI China Financials ETF (CHIX) in Q1 2023, closing a stake of 10 shares — an estimated $117 sold.

NewEdge Advisors first reported a position in CHIX in Q2 2022 and held it in 2 quarters. The position peaked at $232K in Q2 2022. 16 funds tracked by Wall St. Rank hold CHIX as of Q1 2023.

NewEdge Advisors reported no remaining Global X MSCI China Financials ETF position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 10 Global X MSCI China Financials ETF shares in Q1 2023, an estimated $117.
NewEdge Advisors first reported a position in Global X MSCI China Financials ETF in Q2 2022 and held it in 2 quarters.
NewEdge Advisors's Global X MSCI China Financials ETF position peaked at $232K in Q2 2022.
16 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.