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

Perigon 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
2025 Q1	–	Sell	-16,629	Closed	-$308K	–	1041
2024 Q4	$308K	Sell	16,629 -12,631	-43%	-$260K	0.01%	809
2024 Q3	$629K	Buy	+29,260	New	+$489K	0.02%	549
2021 Q1	–	Sell	-3,858	Closed	-$137K	–	588
2020 Q4	$137K	Buy	+3,858	New	+$124K	0.02%	479
2017 Q4	–	Sell	-243	Closed	-$4K	–	616
2017 Q3	$4K	Hold	243	–	–	﹤0.01%	567
2017 Q2	$4K	Hold	243	–	–	﹤0.01%	535
2017 Q1	$3K	Hold	243	–	–	﹤0.01%	584
2016 Q4	$3K	Sell	243 -4,167	-94%	-$49.6K	﹤0.01%	670
2016 Q3	$54K	Hold	4,410	–	–	0.01%	302
2016 Q2	$47K	Buy	+4,410	New	+$48.5K	0.01%	286

Other funds holding CHIQ

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

WBG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IWM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

GCM

Glaxis Capital Management Sarasota, Florida $79.9M AUM 28.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Perigon Wealth Management's CHIQ Position: Q1 2025 in Review

Perigon Wealth Management sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q1 2025, closing a stake of 16,629 shares — an estimated $308K sold.

Perigon Wealth Management first reported a position in CHIQ in Q2 2016 and held it in 9 quarters. The position peaked at $629K in Q3 2024. 28 funds tracked by Wall St. Rank hold CHIQ as of Q1 2025.

Perigon Wealth Management reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
Perigon Wealth Management sold 16,629 Global X MSCI China Consumer Discretionary ETF shares in Q1 2025, an estimated $308K.
Perigon Wealth Management first reported a position in Global X MSCI China Consumer Discretionary ETF in Q2 2016 and held it in 9 quarters.
Perigon Wealth Management's Global X MSCI China Consumer Discretionary ETF position peaked at $629K in Q3 2024.
28 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.