Advisory Services Network’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Advisory Services Network’s Portfolio KLDW Stock Details KLDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-875	Closed	-$36.6K	–	3899
2023 Q4	$36.6K	Buy	+875	New	+$34.2K	﹤0.01%	2181
2023 Q2	–	Sell	-875	Closed	-$34.7K	–	3984
2023 Q1	$34.7K	Hold	875	–	–	﹤0.01%	2218
2022 Q4	$31.6K	Buy	+875	New	+$31.3K	﹤0.01%	2209
2021 Q3	–	Sell	-875	Closed	-$41K	–	3663
2021 Q2	$41K	Buy	+875	New	+$39.9K	﹤0.01%	2113
2021 Q1	–	Sell	-875	Closed	-$37K	–	3346
2020 Q4	$37K	Hold	875	–	–	﹤0.01%	1844
2020 Q3	$33K	Buy	+875	New	+$32.1K	﹤0.01%	1801
2020 Q2	–	Sell	-875	Closed	-$25K	–	3115
2020 Q1	$25K	Buy	+875	New	+$29.4K	﹤0.01%	1751

Other funds holding KLDW

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Lakeside Advisors Seattle, Washington $150M AUM 14.73% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Advisory Services Network's KLDW Position: Q1 2024 in Review

Advisory Services Network sold out of Knowledge Leaders Developed World ETF (KLDW) in Q1 2024, closing a stake of 875 shares — an estimated $36.6K sold.

Advisory Services Network first reported a position in KLDW in Q1 2020 and held it in 7 quarters. The position peaked at $41K in Q2 2021. 15 funds tracked by Wall St. Rank hold KLDW as of Q1 2024.

Advisory Services Network reported no remaining Knowledge Leaders Developed World ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 875 Knowledge Leaders Developed World ETF shares in Q1 2024, an estimated $36.6K.
Advisory Services Network first reported a position in Knowledge Leaders Developed World ETF in Q1 2020 and held it in 7 quarters.
Advisory Services Network's Knowledge Leaders Developed World ETF position peaked at $41K in Q2 2021.
15 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.