J.W. Cole Advisors’s KraneShares MSCI China Clean Technology Index ETF KGRN Stock Holding History

J.W. Cole Advisors’s Portfolio KGRN Stock Details KGRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,730	Closed	-$239K	–	745
2022 Q2	$239K	Hold	5,730	–	–	0.02%	615
2022 Q1	$210K	Buy	5,730 +450	+9%	+$17.9K	0.01%	733
2021 Q4	$246K	Sell	5,280 -4,449	-46%	-$210K	0.02%	720
2021 Q3	$404K	Buy	+9,729	New	+$448K	0.03%	292

Other funds holding KGRN

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

EWM

Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

J.W. Cole Advisors's KGRN Position: Q3 2022 in Review

J.W. Cole Advisors sold out of KraneShares MSCI China Clean Technology Index ETF (KGRN) in Q3 2022, closing a stake of 5,730 shares — an estimated $239K sold.

J.W. Cole Advisors first reported a position in KGRN in Q3 2021 and held it in 4 quarters. The position peaked at $404K in Q3 2021. 23 funds tracked by Wall St. Rank hold KGRN as of Q3 2022.

J.W. Cole Advisors reported no remaining KraneShares MSCI China Clean Technology Index ETF position as of Q3 2022 after selling out during the quarter.
J.W. Cole Advisors sold 5,730 KraneShares MSCI China Clean Technology Index ETF shares in Q3 2022, an estimated $239K.
J.W. Cole Advisors first reported a position in KraneShares MSCI China Clean Technology Index ETF in Q3 2021 and held it in 4 quarters.
J.W. Cole Advisors's KraneShares MSCI China Clean Technology Index ETF position peaked at $404K in Q3 2021.
23 funds tracked by Wall St. Rank held KraneShares MSCI China Clean Technology Index ETF as of Q3 2022.

Based on J.W. Cole Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.