Financial Perspectives’s KraneShares MSCI China Clean Technology Index ETF KGRN Stock Holding History

Financial Perspectives’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 Q1	–	Sell	-429	Closed	-$11.7K	–	690
2022 Q4	$11.7K	Buy	429 +104	+32%	+$2.85K	0.01%	423
2022 Q3	$9.22K	Hold	325	–	–	0.01%	444
2022 Q2	$13.6K	Hold	325	–	–	0.01%	400
2022 Q1	$11.9K	Buy	325 +1	+0.3%	+$40	0.01%	440
2021 Q4	$15.1K	Hold	324	–	–	0.01%	394
2021 Q3	$14.2K	Hold	324	–	–	0.01%	402
2021 Q2	$16K	Sell	324 -4,017	-93%	-$169K	0.01%	403
2021 Q1	$106K	Buy	+4,341	New	+$203K	0.01%	471

Other funds holding KGRN

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

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

RSWM

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

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

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

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

OMC

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Financial Perspectives's KGRN Position: Q1 2023 in Review

Financial Perspectives sold out of KraneShares MSCI China Clean Technology Index ETF (KGRN) in Q1 2023, closing a stake of 429 shares — an estimated $11.7K sold.

Financial Perspectives first reported a position in KGRN in Q1 2021 and held it in 8 quarters. The position peaked at $106K in Q1 2021. 20 funds tracked by Wall St. Rank hold KGRN as of Q1 2023.

Financial Perspectives reported no remaining KraneShares MSCI China Clean Technology Index ETF position as of Q1 2023 after selling out during the quarter.
Financial Perspectives sold 429 KraneShares MSCI China Clean Technology Index ETF shares in Q1 2023, an estimated $11.7K.
Financial Perspectives first reported a position in KraneShares MSCI China Clean Technology Index ETF in Q1 2021 and held it in 8 quarters.
Financial Perspectives's KraneShares MSCI China Clean Technology Index ETF position peaked at $106K in Q1 2021.
20 funds tracked by Wall St. Rank held KraneShares MSCI China Clean Technology Index ETF as of Q1 2023.

Based on Financial Perspectives's 13F filing for Q1 2023, filed 10 Jan 2024.