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Heartwood Wealth Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Heartwood Wealth 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
2020
Q2 		– Sell
-11,456
Closed -$519K – 77
2020
Q1 		$519K Sell
11,456
-103,094
-90% -$5.08M 0.12% 38
2019
Q4 		$5.58M Buy
+114,550
New +$5.24M 1.07% 22

Other funds holding KWEB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Heartwood Wealth Advisors's KWEB Position: Q2 2020 in Review

Heartwood Wealth Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q2 2020, closing a stake of 11,456 shares — an estimated $519K sold.

Heartwood Wealth Advisors first reported a position in KWEB in Q4 2019 and held it in 2 quarters. The position peaked at $5.58M in Q4 2019. 162 funds tracked by Wall St. Rank hold KWEB as of Q2 2020.

  • Heartwood Wealth Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q2 2020 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 11,456 KraneShares CSI China Internet ETF shares in Q2 2020, an estimated $519K.
  • Heartwood Wealth Advisors first reported a position in KraneShares CSI China Internet ETF in Q4 2019 and held it in 2 quarters.
  • Heartwood Wealth Advisors's KraneShares CSI China Internet ETF position peaked at $5.58M in Q4 2019.
  • 162 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2020.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.