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

Hillcrest 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
2025
Q1 		– Sell
-8,000
Closed -$234K – 50
2024
Q4 		$234K Buy
+8,000
New +$257K 0.11% 48

Other funds holding KWEB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Hillcrest Wealth Advisors's KWEB Position: Q1 2025 in Review

Hillcrest Wealth Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q1 2025, closing a stake of 8,000 shares — an estimated $234K sold.

Hillcrest Wealth Advisors first reported a position in KWEB in Q4 2024 and held it in 1 quarter. The position peaked at $234K in Q4 2024. 348 funds tracked by Wall St. Rank hold KWEB as of Q1 2025.

  • Hillcrest Wealth Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q1 2025 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 8,000 KraneShares CSI China Internet ETF shares in Q1 2025, an estimated $234K.
  • Hillcrest Wealth Advisors first reported a position in KraneShares CSI China Internet ETF in Q4 2024 and held it in 1 quarter.
  • Hillcrest Wealth Advisors's KraneShares CSI China Internet ETF position peaked at $234K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2025.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.