IAM Advisory’s KraneShares CSI China Internet ETF KWEB Stock Holding History

IAM Advisory’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 Q4	–	Sell	-5,122	Closed	-$215K	–	107
2025 Q3	$215K	Buy	+5,122	New	+$192K	0.05%	98

Other funds holding KWEB

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

DV Trading Chicago, Illinois $3.05B AUM

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IAM Advisory's KWEB Position: Q4 2025 in Review

IAM Advisory sold out of KraneShares CSI China Internet ETF (KWEB) in Q4 2025, closing a stake of 5,122 shares — an estimated $215K sold.

IAM Advisory first reported a position in KWEB in Q3 2025 and held it in 1 quarter. The position peaked at $215K in Q3 2025. 359 funds tracked by Wall St. Rank hold KWEB as of Q4 2025.

IAM Advisory reported no remaining KraneShares CSI China Internet ETF position as of Q4 2025 after selling out during the quarter.
IAM Advisory sold 5,122 KraneShares CSI China Internet ETF shares in Q4 2025, an estimated $215K.
IAM Advisory first reported a position in KraneShares CSI China Internet ETF in Q3 2025 and held it in 1 quarter.
IAM Advisory's KraneShares CSI China Internet ETF position peaked at $215K in Q3 2025.
359 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q4 2025.

Based on IAM Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.