Integrated Wealth Concepts’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Integrated Wealth Concepts’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 Q1	$1.83M	Buy	+64,216	New	+$2.1M	0.01%	790
2025 Q4	–	Sell	-60,950	Closed	-$2.56M	–	1867
2025 Q3	$2.56M	Sell	60,950 -11,273	-16%	-$423K	0.02%	584
2025 Q2	$2.48M	Sell	72,223 -6,681	-8%	-$221K	0.02%	550
2025 Q1	$2.75M	Buy	78,904 +27,854	+55%	+$923K	0.03%	496
2024 Q4	$1.49M	Buy	51,050 +6,229	+14%	+$200K	0.02%	654
2024 Q3	$1.52M	Buy	44,821 +12,154	+37%	+$327K	0.02%	633
2024 Q2	$883K	Buy	32,667 +12,929	+66%	+$370K	0.01%	814
2024 Q1	$518K	Buy	19,738 +7,542	+62%	+$190K	0.01%	1042
2023 Q4	$329K	Buy	+12,196	New	+$330K	0.01%	1218
2021 Q1	–	Sell	-8,761	Closed	-$673K	–	750
2020 Q4	$673K	Buy	8,761 +4,261	+95%	+$316K	0.03%	344
2020 Q3	$307K	Buy	+4,500	New	+$305K	0.02%	449

Other funds holding KWEB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

DV Trading Chicago, Illinois $4.22B AUM

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

SIH Partners Wilmington, Delaware $7.58B AUM 5.28% 1-Year Est. Return

Integrated Wealth Concepts's KWEB Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in KraneShares CSI China Internet ETF (KWEB) in Q1 2026: 64,216 shares worth $1.83M. The stake represents 0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in KWEB as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in KWEB in Q3 2020 and has held it in 11 quarters since. The position peaked at $2.75M in Q1 2025. 310 funds tracked by Wall St. Rank hold KWEB as of Q1 2026.

Integrated Wealth Concepts held 64,216 shares of KraneShares CSI China Internet ETF worth $1.83M as of Q1 2026.
KraneShares CSI China Internet ETF was a new Integrated Wealth Concepts position in Q1 2026.
KraneShares CSI China Internet ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #790 holding.
Integrated Wealth Concepts first reported a position in KraneShares CSI China Internet ETF in Q3 2020 and has held it in 11 quarters since.
Integrated Wealth Concepts's KraneShares CSI China Internet ETF position peaked at $2.75M in Q1 2025.
310 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.