Steward Partners Investment Advisory’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-200	Closed	-$4.22K	–	4277
2025 Q2	$4.22K	Buy	+200	New	+$4.24K	﹤0.01%	3533
2023 Q3	–	Sell	-350	Closed	-$6.31K	–	3390
2023 Q2	$6.31K	Hold	350	–	–	﹤0.01%	2718
2023 Q1	$7.07K	Hold	350	–	–	﹤0.01%	2671
2022 Q4	$7.06K	Hold	350	–	–	﹤0.01%	2648
2022 Q3	$6K	Sell	350 -1,050	-75%	-$22K	﹤0.01%	2686
2022 Q2	$33K	Sell	1,400 -250	-15%	-$5.01K	﹤0.01%	1986
2022 Q1	$33K	Sell	1,650 -375	-19%	-$8.55K	﹤0.01%	2122
2021 Q4	$53K	Sell	2,025 -1,600	-44%	-$45.7K	﹤0.01%	1874
2021 Q3	$102K	Sell	3,625 -3,100	-46%	-$94.2K	﹤0.01%	1537
2021 Q2	$238K	Sell	6,725 -1,030	-13%	-$34.4K	﹤0.01%	1425
2021 Q1	$260K	Buy	7,755 +2,475	+47%	+$93.6K	﹤0.01%	1167
2020 Q4	$188K	Buy	+5,280	New	+$169K	﹤0.01%	1097

Other funds holding CHIQ

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

OMC

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

WBG

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

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

IWM

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

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Steward Partners Investment Advisory's CHIQ Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q3 2025, closing a stake of 200 shares — an estimated $4.22K sold.

Steward Partners Investment Advisory first reported a position in CHIQ in Q4 2020 and held it in 12 quarters. The position peaked at $260K in Q1 2021. 27 funds tracked by Wall St. Rank hold CHIQ as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 200 Global X MSCI China Consumer Discretionary ETF shares in Q3 2025, an estimated $4.22K.
Steward Partners Investment Advisory first reported a position in Global X MSCI China Consumer Discretionary ETF in Q4 2020 and held it in 12 quarters.
Steward Partners Investment Advisory's Global X MSCI China Consumer Discretionary ETF position peaked at $260K in Q1 2021.
27 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.