Carson Wealth (CWM LLC)’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KBA Stock Details KBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-716	Closed	-$15K	–	4525
2023 Q4	$15K	Hold	716	–	–	﹤0.01%	2944
2023 Q3	$16K	Hold	716	–	–	﹤0.01%	2835
2023 Q2	$17K	Hold	716	–	–	﹤0.01%	2746
2023 Q1	$19K	Sell	716 -29	-4%	-$783	﹤0.01%	2544
2022 Q4	$19K	Hold	745	–	–	﹤0.01%	2411
2022 Q3	$23K	Sell	745 -3	-0.4%	-$103	﹤0.01%	2138
2022 Q2	$29K	Hold	748	–	–	﹤0.01%	1910
2022 Q1	$27K	Hold	748	–	–	﹤0.01%	1896
2021 Q4	$32K	Buy	+748	New	+$34.8K	﹤0.01%	1759
2021 Q2	$40K	Hold	834	–	–	﹤0.01%	1491
2021 Q1	$40K	Hold	834	–	–	﹤0.01%	1491
2020 Q4	$40K	Hold	834	–	–	﹤0.01%	1490
2020 Q3	$40K	Hold	834	–	–	﹤0.01%	1490
2020 Q2	$40K	Hold	834	–	–	﹤0.01%	1490
2020 Q1	$40K	Hold	834	–	–	﹤0.01%	1490
2019 Q4	$40K	Hold	834	–	–	﹤0.01%	1490
2019 Q3	$40K	Hold	834	–	–	﹤0.01%	1490
2019 Q2	$40K	Hold	834	–	–	﹤0.01%	1490
2019 Q1	$40K	Buy	+834	New	+$23.8K	﹤0.01%	1490

Other funds holding KBA

OMC

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

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

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

SAM

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC)'s KBA Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q1 2024, closing a stake of 716 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in KBA in Q1 2019 and held it in 19 quarters. The position peaked at $40K in Q2 2021. 36 funds tracked by Wall St. Rank hold KBA as of Q1 2024.

Carson Wealth (CWM LLC) reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q1 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 716 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q1 2024, an estimated $15K.
Carson Wealth (CWM LLC) first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q1 2019 and held it in 19 quarters.
Carson Wealth (CWM LLC)'s KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $40K in Q2 2021.
36 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.