IHT Wealth Management’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History

IHT Wealth Management’s Portfolio KARS Stock Details KARS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,984	Closed	-$220K	–	1009
2023 Q3	$220K	Sell	7,984 -216	-3%	-$6.63K	0.01%	847
2023 Q2	$256K	Sell	8,200 -2,950	-26%	-$87.7K	0.01%	782
2023 Q1	$342K	Sell	11,150 -253	-2%	-$7.83K	0.02%	650
2022 Q4	$321K	Sell	11,403 -586	-5%	-$18.2K	0.02%	632
2022 Q3	$366K	Sell	11,989 -1,372	-10%	-$49.3K	0.03%	548
2022 Q2	$471K	Sell	13,361 -1,000	-7%	-$35.6K	0.04%	400
2022 Q1	$567K	Sell	14,361 -73	-0.5%	-$3K	0.04%	383
2021 Q4	$676K	Sell	14,434 -6,351	-31%	-$324K	0.05%	347
2021 Q3	$965K	Buy	20,785 +4,981	+32%	+$236K	0.08%	254
2021 Q2	$736K	Buy	+15,804	New	+$675K	0.05%	402

Other funds holding KARS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

IHT Wealth Management's KARS Position: Q4 2023 in Review

IHT Wealth Management sold out of KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) in Q4 2023, closing a stake of 7,984 shares — an estimated $220K sold.

IHT Wealth Management first reported a position in KARS in Q2 2021 and held it in 10 quarters. The position peaked at $965K in Q3 2021. 59 funds tracked by Wall St. Rank hold KARS as of Q4 2023.

IHT Wealth Management reported no remaining KraneShares Electric Vehicles and Future Mobility Index ETF position as of Q4 2023 after selling out during the quarter.
IHT Wealth Management sold 7,984 KraneShares Electric Vehicles and Future Mobility Index ETF shares in Q4 2023, an estimated $220K.
IHT Wealth Management first reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF in Q2 2021 and held it in 10 quarters.
IHT Wealth Management's KraneShares Electric Vehicles and Future Mobility Index ETF position peaked at $965K in Q3 2021.
59 funds tracked by Wall St. Rank held KraneShares Electric Vehicles and Future Mobility Index ETF as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.