Baldwin Wealth Partners’s KraneShares MSCI All China Health Care Index ETF KURE Stock Holding History

Baldwin Wealth Partners’s Portfolio KURE Stock Details KURE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,000	Closed	-$91K	–	659
2021 Q2	$91K	Hold	2,000	–	–	0.01%	283
2021 Q1	$78K	Buy	2,000 +500	+33%	+$20.5K	0.01%	285
2020 Q4	$59K	Hold	1,500	–	–	0.01%	302
2020 Q3	$50K	Hold	1,500	–	–	0.01%	299
2020 Q2	$48K	Buy	+1,500	New	+$41.1K	0.01%	296

Other funds holding KURE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OMC

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

Baldwin Wealth Partners's KURE Position: Q3 2021 in Review

Baldwin Wealth Partners sold out of KraneShares MSCI All China Health Care Index ETF (KURE) in Q3 2021, closing a stake of 2,000 shares — an estimated $91K sold.

Baldwin Wealth Partners first reported a position in KURE in Q2 2020 and held it in 5 quarters. The position peaked at $91K in Q2 2021. 26 funds tracked by Wall St. Rank hold KURE as of Q3 2021.

Baldwin Wealth Partners reported no remaining KraneShares MSCI All China Health Care Index ETF position as of Q3 2021 after selling out during the quarter.
Baldwin Wealth Partners sold 2,000 KraneShares MSCI All China Health Care Index ETF shares in Q3 2021, an estimated $91K.
Baldwin Wealth Partners first reported a position in KraneShares MSCI All China Health Care Index ETF in Q2 2020 and held it in 5 quarters.
Baldwin Wealth Partners's KraneShares MSCI All China Health Care Index ETF position peaked at $91K in Q2 2021.
26 funds tracked by Wall St. Rank held KraneShares MSCI All China Health Care Index ETF as of Q3 2021.

Based on Baldwin Wealth Partners's 13F filing for Q3 2021, filed 27 Oct 2021.