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Highland Financial Advisors’s KraneShares MSCI China Clean Technology Index ETF KGRN Stock Holding History

Highland Financial Advisors’s Portfolio KGRN Stock Details KGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,501
Closed -$298K – 53
2022
Q3 		$298K Buy
10,501
+442
+4% +$15.9K 0.21% 47
2022
Q2 		$419K Buy
+10,059
New +$356K 0.29% 36

Other funds holding KGRN

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return

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

Highland Financial Advisors sold out of KraneShares MSCI China Clean Technology Index ETF (KGRN) in Q4 2022, closing a stake of 10,501 shares — an estimated $298K sold.

Highland Financial Advisors first reported a position in KGRN in Q2 2022 and held it in 2 quarters. The position peaked at $419K in Q2 2022. 21 funds tracked by Wall St. Rank hold KGRN as of Q4 2022.

  • Highland Financial Advisors reported no remaining KraneShares MSCI China Clean Technology Index ETF position as of Q4 2022 after selling out during the quarter.
  • Highland Financial Advisors sold 10,501 KraneShares MSCI China Clean Technology Index ETF shares in Q4 2022, an estimated $298K.
  • Highland Financial Advisors first reported a position in KraneShares MSCI China Clean Technology Index ETF in Q2 2022 and held it in 2 quarters.
  • Highland Financial Advisors's KraneShares MSCI China Clean Technology Index ETF position peaked at $419K in Q2 2022.
  • 21 funds tracked by Wall St. Rank held KraneShares MSCI China Clean Technology Index ETF as of Q4 2022.

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