CWM
KBA icon

Copia Wealth Management’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Copia Wealth Management’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
2025
Q2 		– Sell
-72
Closed -$1.7K – 484
2025
Q1 		$1.7K Buy
+72
New +$1.69K ﹤0.01% 389

Other funds holding KBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Copia Wealth Management's KBA Position: Q2 2025 in Review

Copia Wealth Management sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q2 2025, closing a stake of 72 shares — an estimated $1.7K sold.

Copia Wealth Management first reported a position in KBA in Q1 2025 and held it in 1 quarter. The position peaked at $1.7K in Q1 2025. 37 funds tracked by Wall St. Rank hold KBA as of Q2 2025.

  • Copia Wealth Management reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 72 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q2 2025, an estimated $1.7K.
  • Copia Wealth Management first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q1 2025 and held it in 1 quarter.
  • Copia Wealth Management's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $1.7K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.