BerganKDV Wealth Management’s KraneShares CSI China Internet ETF KWEB Stock Holding History

BerganKDV Wealth Management’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
2020 Q2	–	Sell	-53	Closed	-$2K	–	1027
2020 Q1	$2K	Hold	53	–	–	﹤0.01%	741
2019 Q4	$3K	Hold	53	–	–	﹤0.01%	709
2019 Q3	$2K	Hold	53	–	–	﹤0.01%	635
2019 Q2	$2K	Hold	53	–	–	﹤0.01%	672
2019 Q1	$2K	Hold	53	–	–	﹤0.01%	666
2018 Q4	$2K	Buy	+53	New	+$2.24K	﹤0.01%	616
2018 Q3	–	Sell	-200	Closed	-$12K	–	642
2018 Q2	$12K	Buy	+200	New	+$12.2K	﹤0.01%	481

Other funds holding KWEB

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

BerganKDV Wealth Management's KWEB Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of KraneShares CSI China Internet ETF (KWEB) in Q2 2020, closing a stake of 53 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in KWEB in Q2 2018 and held it in 7 quarters. The position peaked at $12K in Q2 2018. 162 funds tracked by Wall St. Rank hold KWEB as of Q2 2020.

BerganKDV Wealth Management reported no remaining KraneShares CSI China Internet ETF position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 53 KraneShares CSI China Internet ETF shares in Q2 2020, an estimated $2K.
BerganKDV Wealth Management first reported a position in KraneShares CSI China Internet ETF in Q2 2018 and held it in 7 quarters.
BerganKDV Wealth Management's KraneShares CSI China Internet ETF position peaked at $12K in Q2 2018.
162 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.