Echo Wealth Management’s KraneShares MSCI China Clean Technology Index ETF KGRN Stock Holding History

Echo Wealth Management’s Portfolio KGRN Stock Details KGRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,186	Closed	-$201K	–	41
2023 Q2	$201K	Buy	7,186 +70	+1%	+$1.87K	0.22%	40
2023 Q1	$203K	Sell	7,116 -1,246	-15%	-$36.4K	0.22%	39
2022 Q4	$253K	Sell	8,362 -4,148	-33%	-$114K	0.27%	37
2022 Q3	$317K	Sell	12,510 -1,584	-11%	-$56.8K	0.42%	31
2022 Q2	$600K	Buy	+14,094	New	+$499K	0.8%	24

Other funds holding KGRN

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OMC

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Echo Wealth Management's KGRN Position: Q3 2023 in Review

Echo Wealth Management sold out of KraneShares MSCI China Clean Technology Index ETF (KGRN) in Q3 2023, closing a stake of 7,186 shares — an estimated $201K sold.

Echo Wealth Management first reported a position in KGRN in Q2 2022 and held it in 5 quarters. The position peaked at $600K in Q2 2022. 16 funds tracked by Wall St. Rank hold KGRN as of Q3 2023.

Echo Wealth Management reported no remaining KraneShares MSCI China Clean Technology Index ETF position as of Q3 2023 after selling out during the quarter.
Echo Wealth Management sold 7,186 KraneShares MSCI China Clean Technology Index ETF shares in Q3 2023, an estimated $201K.
Echo Wealth Management first reported a position in KraneShares MSCI China Clean Technology Index ETF in Q2 2022 and held it in 5 quarters.
Echo Wealth Management's KraneShares MSCI China Clean Technology Index ETF position peaked at $600K in Q2 2022.
16 funds tracked by Wall St. Rank held KraneShares MSCI China Clean Technology Index ETF as of Q3 2023.

Based on Echo Wealth Management's 13F filing for Q3 2023, filed 20 Oct 2023.