Independent Financial Group’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Independent Financial Group’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
2026 Q2	$376K	Sell	15,346 -16,225	-51%	-$449K	0.01%	1117
2026 Q1	$898K	Sell	31,571 -7,561	-19%	-$248K	0.02%	669
2025 Q4	$1.33M	Sell	39,132 -10,590	-21%	-$407K	0.03%	525
2025 Q3	$2.09M	Buy	49,722 +2,871	+6%	+$108K	0.05%	367
2025 Q2	$1.61M	Sell	46,851 -54,275	-54%	-$1.8M	0.04%	399
2025 Q1	$3.53M	Buy	+101,126	New	+$3.35M	0.12%	171
2024 Q4	–	Sell	-13,388	Closed	-$455K	–	1203
2024 Q3	$455K	Buy	+13,388	New	+$360K	0.02%	690
2021 Q4	–	Sell	-5,360	Closed	-$254K	–	807
2021 Q3	$254K	Buy	5,360 +640	+14%	+$33.6K	0.03%	586
2021 Q2	$329K	Buy	4,720 +1,050	+29%	+$75.6K	0.03%	506
2021 Q1	$280K	Buy	3,670 +258	+8%	+$22.6K	0.04%	488
2020 Q4	$262K	Sell	3,412 -42	-1%	-$3.11K	0.04%	455
2020 Q3	$235K	Buy	+3,454	New	+$234K	0.04%	407

Other funds holding KWEB

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Independent Financial Group's KWEB Position: Q2 2026 in Review

Independent Financial Group reduced its KraneShares CSI China Internet ETF (KWEB) stake by 51% in Q2 2026, selling an estimated $449K and leaving 15,346 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #1117.

Independent Financial Group first reported a position in KWEB in Q3 2020 and has held it in 12 quarters since. The position peaked at $3.53M in Q1 2025. 314 funds tracked by Wall St. Rank hold KWEB as of Q2 2026.

Independent Financial Group held 15,346 shares of KraneShares CSI China Internet ETF worth $376K as of Q2 2026.
Independent Financial Group sold 16,225 KraneShares CSI China Internet ETF shares in Q2 2026, an estimated $449K.
KraneShares CSI China Internet ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1117 holding.
Independent Financial Group first reported a position in KraneShares CSI China Internet ETF in Q3 2020 and has held it in 12 quarters since.
Independent Financial Group's KraneShares CSI China Internet ETF position peaked at $3.53M in Q1 2025.
314 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.