Cassaday & Co Wealth Management’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Cassaday & Co 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
2026 Q2	$696K	Sell	28,438 -5,289	-16%	-$146K	0.01%	191
2026 Q1	$959K	Hold	33,727	–	–	0.02%	143
2025 Q4	$1.15M	Buy	33,727 +169	+0.5%	+$6.5K	0.02%	128
2025 Q3	$1.41M	Hold	33,558	–	–	0.03%	111
2025 Q2	$1.15M	Hold	33,558	–	–	0.03%	115
2025 Q1	$1.17M	Hold	33,558	–	–	0.03%	98
2024 Q4	$981K	Hold	33,558	–	–	0.03%	123
2024 Q3	$1.14M	Hold	33,558	–	–	0.03%	101
2024 Q2	$907K	Hold	33,558	–	–	0.03%	112
2024 Q1	$881K	Buy	33,558 +10,000	+42%	+$252K	0.03%	114
2023 Q4	$636K	Buy	23,558 +5,289	+29%	+$143K	0.02%	143
2023 Q3	$500K	Sell	18,269 -5,242	-22%	-$149K	0.02%	148
2023 Q2	$633K	Hold	23,511	–	–	0.03%	130
2023 Q1	$733K	Buy	23,511 +5,242	+29%	+$168K	0.03%	124
2022 Q4	$552K	Buy	+18,269	New	+$466K	0.03%	142

Other funds holding KWEB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cassaday & Co Wealth Management's KWEB Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its KraneShares CSI China Internet ETF (KWEB) stake by 16% in Q2 2026, selling an estimated $146K and leaving 28,438 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #191.

Cassaday & Co Wealth Management first reported a position in KWEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q3 2025. 316 funds tracked by Wall St. Rank hold KWEB as of Q2 2026.

Cassaday & Co Wealth Management held 28,438 shares of KraneShares CSI China Internet ETF worth $696K as of Q2 2026.
Cassaday & Co Wealth Management sold 5,289 KraneShares CSI China Internet ETF shares in Q2 2026, an estimated $146K.
KraneShares CSI China Internet ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #191 holding.
Cassaday & Co Wealth Management first reported a position in KraneShares CSI China Internet ETF in Q4 2022 and has held it in 15 quarters since.
Cassaday & Co Wealth Management's KraneShares CSI China Internet ETF position peaked at $1.41M in Q3 2025.
316 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.