Highland Financial Advisors’s KraneShares MSCI China ESG Leaders Index ETF KESG Stock Holding History

Highland Financial Advisors’s Portfolio KESG Stock Details KESG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-16,173	Closed	-$281K	–	62
2022 Q3	$281K	Buy	16,173 +1,852	+13%	+$38.1K	0.2%	49
2022 Q2	$334K	Buy	+14,321	New	+$307K	0.23%	43

Other funds holding KESG

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

OMC

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Highland Financial Advisors's KESG Position: Q4 2022 in Review

Highland Financial Advisors sold out of KraneShares MSCI China ESG Leaders Index ETF (KESG) in Q4 2022, closing a stake of 16,173 shares — an estimated $281K sold.

Highland Financial Advisors first reported a position in KESG in Q2 2022 and held it in 2 quarters. The position peaked at $334K in Q2 2022. 7 funds tracked by Wall St. Rank hold KESG as of Q4 2022.

Highland Financial Advisors reported no remaining KraneShares MSCI China ESG Leaders Index ETF position as of Q4 2022 after selling out during the quarter.
Highland Financial Advisors sold 16,173 KraneShares MSCI China ESG Leaders Index ETF shares in Q4 2022, an estimated $281K.
Highland Financial Advisors first reported a position in KraneShares MSCI China ESG Leaders Index ETF in Q2 2022 and held it in 2 quarters.
Highland Financial Advisors's KraneShares MSCI China ESG Leaders Index ETF position peaked at $334K in Q2 2022.
7 funds tracked by Wall St. Rank held KraneShares MSCI China ESG Leaders Index ETF as of Q4 2022.

Based on Highland Financial Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.