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

Sugarloaf 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
2022
Q3 		– Sell
-200
Closed -$5K – 845
2022
Q2 		$5K Buy
+200
New +$4.01K ﹤0.01% 602

Other funds holding CHIQ

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
NIG
NFJ Investment Group Dallas, Texas $2.64B AUM 23.86% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sugarloaf Wealth Management's CHIQ Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

Sugarloaf Wealth Management first reported a position in CHIQ in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 52 funds tracked by Wall St. Rank hold CHIQ as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 200 Global X MSCI China Consumer Discretionary ETF shares in Q3 2022, an estimated $5K.
  • Sugarloaf Wealth Management first reported a position in Global X MSCI China Consumer Discretionary ETF in Q2 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Global X MSCI China Consumer Discretionary ETF position peaked at $5K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.