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Foundations Investment Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Foundations Investment Advisors’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
Q4 		– Sell
-11,565
Closed -$317K – 707
2023
Q3 		$317K Buy
+11,565
New +$329K 0.01% 500
2021
Q4 		– Sell
-16,639
Closed -$766K – 348
2021
Q3 		$766K Sell
16,639
-2,986
-15% -$157K 0.03% 134
2021
Q2 		$1.23M Buy
+19,625
New +$1.41M 0.06% 94

Other funds holding KWEB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Foundations Investment Advisors's KWEB Position: Q4 2023 in Review

Foundations Investment Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q4 2023, closing a stake of 11,565 shares — an estimated $317K sold.

Foundations Investment Advisors first reported a position in KWEB in Q2 2021 and held it in 3 quarters. The position peaked at $1.23M in Q2 2021. 288 funds tracked by Wall St. Rank hold KWEB as of Q4 2023.

  • Foundations Investment Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 11,565 KraneShares CSI China Internet ETF shares in Q4 2023, an estimated $317K.
  • Foundations Investment Advisors first reported a position in KraneShares CSI China Internet ETF in Q2 2021 and held it in 3 quarters.
  • Foundations Investment Advisors's KraneShares CSI China Internet ETF position peaked at $1.23M in Q2 2021.
  • 288 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.