Robertson Stephens Wealth Management’s Global X MSCI China Energy ETF CHIE Stock Holding History

Robertson Stephens Wealth Management’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	-143,117	Closed	-$2.21M	–	459
2023 Q1	$2.21M	Buy	+143,117	New	+$2.18M	0.17%	113

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

Robertson Stephens Wealth Management's CHIE Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of Global X MSCI China Energy ETF (CHIE) in Q2 2023, closing a stake of 143,117 shares — an estimated $2.21M sold.

Robertson Stephens Wealth Management first reported a position in CHIE in Q1 2023 and held it in 1 quarter. The position peaked at $2.21M in Q1 2023. 5 funds tracked by Wall St. Rank hold CHIE as of Q2 2023.

Robertson Stephens Wealth Management reported no remaining Global X MSCI China Energy ETF position as of Q2 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 143,117 Global X MSCI China Energy ETF shares in Q2 2023, an estimated $2.21M.
Robertson Stephens Wealth Management first reported a position in Global X MSCI China Energy ETF in Q1 2023 and held it in 1 quarter.
Robertson Stephens Wealth Management's Global X MSCI China Energy ETF position peaked at $2.21M in Q1 2023.
5 funds tracked by Wall St. Rank held Global X MSCI China Energy ETF as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.