Cornerstone Wealth Group’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Cornerstone Wealth Group’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
2023 Q2	–	Sell	-255,384	Closed	-$7.97M	–	152
2023 Q1	$7.97M	Buy	+255,384	New	+$8.17M	1.42%	15
2022 Q3	–	Sell	-180,825	Closed	-$5.92M	–	138
2022 Q2	$5.92M	Buy	+180,825	New	+$5.2M	1.24%	21
2021 Q1	–	Sell	-2,993	Closed	-$230K	–	172
2020 Q4	$230K	Sell	2,993 -86,634	-97%	-$6.42M	0.06%	137
2020 Q3	$6.11M	Buy	+89,627	New	+$6.08M	1.67%	12

Other funds holding KWEB

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Cornerstone Wealth Group's KWEB Position: Q2 2023 in Review

Cornerstone Wealth Group sold out of KraneShares CSI China Internet ETF (KWEB) in Q2 2023, closing a stake of 255,384 shares — an estimated $7.97M sold.

Cornerstone Wealth Group first reported a position in KWEB in Q3 2020 and held it in 4 quarters. The position peaked at $7.97M in Q1 2023. 257 funds tracked by Wall St. Rank hold KWEB as of Q2 2023.

Cornerstone Wealth Group reported no remaining KraneShares CSI China Internet ETF position as of Q2 2023 after selling out during the quarter.
Cornerstone Wealth Group sold 255,384 KraneShares CSI China Internet ETF shares in Q2 2023, an estimated $7.97M.
Cornerstone Wealth Group first reported a position in KraneShares CSI China Internet ETF in Q3 2020 and held it in 4 quarters.
Cornerstone Wealth Group's KraneShares CSI China Internet ETF position peaked at $7.97M in Q1 2023.
257 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2023.

Based on Cornerstone Wealth Group's 13F filing for Q2 2023, filed 2 Aug 2023.