Litman Gregory Wealth Management’s KraneShares Global Carbon Transformation ETF KGHG Stock Holding History

Litman Gregory Wealth Management’s Portfolio KGHG Stock Details KGHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,695	Closed	-$249K	–	82
2022 Q3	$249K	Buy	6,695 +1,420	+27%	+$33.1K	0.04%	75
2022 Q2	$260K	Buy	+5,275	New	+$132K	0.04%	84

Other funds holding KGHG

KFA

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

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Litman Gregory Wealth Management's KGHG Position: Q4 2022 in Review

Litman Gregory Wealth Management sold out of KraneShares Global Carbon Transformation ETF (KGHG) in Q4 2022, closing a stake of 6,695 shares — an estimated $249K sold.

Litman Gregory Wealth Management first reported a position in KGHG in Q2 2022 and held it in 2 quarters. The position peaked at $260K in Q2 2022. 3 funds tracked by Wall St. Rank hold KGHG as of Q4 2022.

Litman Gregory Wealth Management reported no remaining KraneShares Global Carbon Transformation ETF position as of Q4 2022 after selling out during the quarter.
Litman Gregory Wealth Management sold 6,695 KraneShares Global Carbon Transformation ETF shares in Q4 2022, an estimated $249K.
Litman Gregory Wealth Management first reported a position in KraneShares Global Carbon Transformation ETF in Q2 2022 and held it in 2 quarters.
Litman Gregory Wealth Management's KraneShares Global Carbon Transformation ETF position peaked at $260K in Q2 2022.
3 funds tracked by Wall St. Rank held KraneShares Global Carbon Transformation ETF as of Q4 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.