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Acorn Wealth Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Acorn Wealth Advisors’s Portfolio KWEB Stock Details KWEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,888
Closed -$341K – 175
2021
Q2 		$341K Buy
4,888
+1,765
+57% +$127K 0.24% 107
2021
Q1 		$238K Buy
+3,123
New +$274K 0.17% 137
2018
Q2 		– Sell
-155
Closed -$9K – 676
2018
Q1 		$9K Buy
+155
New +$9.94K 0.01% 526

Other funds holding KWEB

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Acorn Wealth Advisors's KWEB Position: Q3 2021 in Review

Acorn Wealth Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2021, closing a stake of 4,888 shares — an estimated $341K sold.

Acorn Wealth Advisors first reported a position in KWEB in Q1 2018 and held it in 3 quarters. The position peaked at $341K in Q2 2021. 260 funds tracked by Wall St. Rank hold KWEB as of Q3 2021.

  • Acorn Wealth Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q3 2021 after selling out during the quarter.
  • Acorn Wealth Advisors sold 4,888 KraneShares CSI China Internet ETF shares in Q3 2021, an estimated $341K.
  • Acorn Wealth Advisors first reported a position in KraneShares CSI China Internet ETF in Q1 2018 and held it in 3 quarters.
  • Acorn Wealth Advisors's KraneShares CSI China Internet ETF position peaked at $341K in Q2 2021.
  • 260 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2021.

Based on Acorn Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.