Glassman Wealth Services’s KraneShares Global Carbon Strategy ETF KRBN Stock Holding History

Glassman Wealth Services’s Portfolio KRBN Stock Details KRBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,030	Closed	-$62.4K	–	208
2024 Q1	$62.4K	Hold	2,030	–	–	0.01%	107
2023 Q4	$74.1K	Hold	2,030	–	–	0.01%	358
2023 Q3	$73.3K	Buy	+2,030	New	+$76.7K	0.01%	336
2023 Q1	–	Sell	-2,030	Closed	-$74K	–	1946
2022 Q4	$74K	Hold	2,030	–	–	0.01%	326
2022 Q3	$76K	Buy	+2,030	New	+$89.7K	0.02%	296

Other funds holding KRBN

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

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

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

KAM

Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

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

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

PAWA

Palo Alto Wealth Advisors Palo Alto, California $343M AUM 33.47% 1-Year Est. Return

RSS

Rosenblum Silverman Sutton San Francisco, California $382M AUM 13.82% 1-Year Est. Return

Glassman Wealth Services's KRBN Position: Q2 2024 in Review

Glassman Wealth Services sold out of KraneShares Global Carbon Strategy ETF (KRBN) in Q2 2024, closing a stake of 2,030 shares — an estimated $62.4K sold.

Glassman Wealth Services first reported a position in KRBN in Q3 2022 and held it in 5 quarters. The position peaked at $76K in Q3 2022. 72 funds tracked by Wall St. Rank hold KRBN as of Q2 2024.

Glassman Wealth Services reported no remaining KraneShares Global Carbon Strategy ETF position as of Q2 2024 after selling out during the quarter.
Glassman Wealth Services sold 2,030 KraneShares Global Carbon Strategy ETF shares in Q2 2024, an estimated $62.4K.
Glassman Wealth Services first reported a position in KraneShares Global Carbon Strategy ETF in Q3 2022 and held it in 5 quarters.
Glassman Wealth Services's KraneShares Global Carbon Strategy ETF position peaked at $76K in Q3 2022.
72 funds tracked by Wall St. Rank held KraneShares Global Carbon Strategy ETF as of Q2 2024.

Based on Glassman Wealth Services's 13F filing for Q2 2024, filed 6 Aug 2024.