Geometric Wealth Advisors’s KraneShares Global Carbon Offset Strategy ETF KSET Stock Holding History

Geometric Wealth Advisors’s Portfolio KSET Stock Details KSET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-17,550	Closed	-$61.2K	–	40
2023 Q2	$61.2K	Buy	+17,550	New	+$59.6K	0.02%	39

Other funds holding KSET

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Geometric Wealth Advisors's KSET Position: Q3 2023 in Review

Geometric Wealth Advisors sold out of KraneShares Global Carbon Offset Strategy ETF (KSET) in Q3 2023, closing a stake of 17,550 shares — an estimated $61.2K sold.

Geometric Wealth Advisors first reported a position in KSET in Q2 2023 and held it in 1 quarter. The position peaked at $61.2K in Q2 2023. 4 funds tracked by Wall St. Rank hold KSET as of Q3 2023.

Geometric Wealth Advisors reported no remaining KraneShares Global Carbon Offset Strategy ETF position as of Q3 2023 after selling out during the quarter.
Geometric Wealth Advisors sold 17,550 KraneShares Global Carbon Offset Strategy ETF shares in Q3 2023, an estimated $61.2K.
Geometric Wealth Advisors first reported a position in KraneShares Global Carbon Offset Strategy ETF in Q2 2023 and held it in 1 quarter.
Geometric Wealth Advisors's KraneShares Global Carbon Offset Strategy ETF position peaked at $61.2K in Q2 2023.
4 funds tracked by Wall St. Rank held KraneShares Global Carbon Offset Strategy ETF as of Q3 2023.

Based on Geometric Wealth Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.