LPL Financial’s Knowledge Leaders Developed World ETF KLDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,519
| Closed | -$288K | – | 5333 |
|
|
2024
Q2 | $288K | Hold |
6,519
| – | – | ﹤0.01% | 4300 |
|
|
2024
Q1 | $291K | Sell |
6,519
-1,707
| -21% | -$73.2K | ﹤0.01% | 4224 |
|
|
2023
Q4 | $344K | Buy |
8,226
+154
| +2% | +$6.02K | ﹤0.01% | 3990 |
|
|
2023
Q3 | $311K | Buy |
8,072
+674
| +9% | +$27.2K | ﹤0.01% | 3893 |
|
|
2023
Q2 | $302K | Sell |
7,398
-105
| -1% | -$4.19K | ﹤0.01% | 3846 |
|
|
2023
Q1 | $297K | Buy |
7,503
+596
| +9% | +$22.8K | ﹤0.01% | 3753 |
|
|
2022
Q4 | $249K | Sell |
6,907
-192
| -3% | -$6.86K | ﹤0.01% | 3811 |
|
|
2022
Q3 | $234K | Sell |
7,099
-2,714
| -28% | -$98.8K | ﹤0.01% | 3800 |
|
|
2022
Q2 | $349K | Sell |
9,813
-100
| -1% | -$3.84K | ﹤0.01% | 3504 |
|
|
2022
Q1 | $417K | Sell |
9,913
-3,814
| -28% | -$164K | ﹤0.01% | 3333 |
|
|
2021
Q4 | $656K | Buy |
13,727
+2,400
| +21% | +$114K | ﹤0.01% | 3045 |
|
|
2021
Q3 | $531K | Hold |
11,327
| – | – | ﹤0.01% | 3165 |
|
|
2021
Q2 | $528K | Sell |
11,327
-501
| -4% | -$22.8K | ﹤0.01% | 3110 |
|
|
2021
Q1 | $518K | Sell |
11,828
-273
| -2% | -$11.9K | ﹤0.01% | 2992 |
|
|
2020
Q4 | $512K | Sell |
12,101
-7,597
| -39% | -$304K | ﹤0.01% | 2735 |
|
|
2020
Q3 | $746K | Sell |
19,698
-10,423
| -35% | -$382K | ﹤0.01% | 2159 |
|
|
2020
Q2 | $1.04M | Sell |
30,121
-7,786
| -21% | -$253K | ﹤0.01% | 1787 |
|
|
2020
Q1 | $1.09M | Sell |
37,907
-13,788
| -27% | -$464K | ﹤0.01% | 1564 |
|
|
2019
Q4 | $1.89M | Sell |
51,695
-952
| -2% | -$33.6K | ﹤0.01% | 1396 |
|
|
2019
Q3 | $1.78M | Sell |
52,647
-47,692
| -48% | -$1.58M | ﹤0.01% | 1345 |
|
|
2019
Q2 | $3.35M | Sell |
100,339
-1,208
| -1% | -$39.7K | 0.01% | 963 |
|
|
2019
Q1 | $3.32M | Buy |
101,547
+2,504
| +3% | +$79K | 0.01% | 932 |
|
|
2018
Q4 | $2.88M | Buy |
99,043
+42,956
| +77% | +$1.35M | 0.01% | 915 |
|
|
2018
Q3 | $1.96M | Sell |
56,087
-996
| -2% | -$34.2K | ﹤0.01% | 1195 |
|
|
2018
Q2 | $1.93M | Buy |
57,083
+1,954
| +4% | +$67.3K | 0.01% | 1162 |
|
|
2018
Q1 | $1.88M | Buy |
55,129
+10,927
| +25% | +$375K | 0.01% | 1149 |
|
|
2017
Q4 | $1.48M | Buy |
44,202
+5,698
| +15% | +$187K | ﹤0.01% | 1263 |
|
|
2017
Q3 | $1.23M | Buy |
38,504
+1,445
| +4% | +$45K | ﹤0.01% | 1294 |
|
|
2017
Q2 | $1.13M | Buy |
37,059
+25,083
| +209% | +$749K | ﹤0.01% | 1297 |
|
|
2017
Q1 | $344K | Buy |
+11,976
| New | +$333K | ﹤0.01% | 2104 |
|
LPL Financial's KLDW Position: Q3 2024 in Review
LPL Financial sold out of Knowledge Leaders Developed World ETF (KLDW) in Q3 2024, closing a stake of 6,519 shares — an estimated $288K sold.
LPL Financial first reported a position in KLDW in Q1 2017 and held it in 30 quarters. The position peaked at $3.35M in Q2 2019. 0 funds tracked by Wall St. Rank hold KLDW as of Q3 2024.
- LPL Financial reported no remaining Knowledge Leaders Developed World ETF position as of Q3 2024 after selling out during the quarter.
- LPL Financial sold 6,519 Knowledge Leaders Developed World ETF shares in Q3 2024, an estimated $288K.
- LPL Financial first reported a position in Knowledge Leaders Developed World ETF in Q1 2017 and held it in 30 quarters.
- LPL Financial's Knowledge Leaders Developed World ETF position peaked at $3.35M in Q2 2019.
- 0 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q3 2024.
Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.