Creative Planning’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-5,491	Closed	-$243K	–	2340
2021 Q1	$243K	Buy	5,491 +258	+5%	+$12.3K	﹤0.01%	1939
2020 Q4	$240K	Buy	+5,233	New	+$224K	﹤0.01%	1762
2020 Q1	–	Sell	-6,495	Closed	-$212K	–	1991
2019 Q4	$212K	Buy	+6,495	New	+$203K	﹤0.01%	1603
2019 Q3	–	Sell	-8,311	Closed	-$257K	–	2054
2019 Q2	$257K	Buy	+8,311	New	+$257K	﹤0.01%	1463
2018 Q3	–	Sell	-8,218	Closed	-$245K	–	2125
2018 Q2	$245K	Buy	+8,218	New	+$275K	﹤0.01%	1495
2017 Q3	–	Sell	-4,167	Closed	-$128K	–	2839
2017 Q2	$128K	Buy	4,167 +3,131	+302%	+$90.1K	﹤0.01%	1804
2017 Q1	$30K	Buy	1,036 +966	+1,380%	+$27.3K	﹤0.01%	2838
2016 Q4	$2K	Hold	70	–	–	﹤0.01%	4277
2016 Q3	$2K	Buy	70 +68	+3,400%	+$1.98K	﹤0.01%	4226
2016 Q2	$0	Buy	+2	New	+$57	﹤0.01%	4436

Other funds holding KBA

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

PVH

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Creative Planning's KBA Position: Q2 2021 in Review

Creative Planning sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q2 2021, closing a stake of 5,491 shares — an estimated $243K sold.

Creative Planning first reported a position in KBA in Q2 2016 and held it in 10 quarters. The position peaked at $257K in Q2 2019. 80 funds tracked by Wall St. Rank hold KBA as of Q2 2021.

Creative Planning reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 5,491 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q2 2021, an estimated $243K.
Creative Planning first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q2 2016 and held it in 10 quarters.
Creative Planning's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $257K in Q2 2019.
80 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.