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Marshall & Sterling Wealth Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q2 		– Sell
-62
Closed -$2.15K – 664
2025
Q1 		$2.15K Buy
62
+10
+19% +$331 ﹤0.01% 537
2024
Q4 		$1.51K Buy
+52
New +$1.67K ﹤0.01% 318

Other funds holding KWEB

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Morgan Stanley
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's KWEB Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q2 2025, closing a stake of 62 shares — an estimated $2.15K sold.

Marshall & Sterling Wealth Advisors first reported a position in KWEB in Q4 2024 and held it in 2 quarters. The position peaked at $2.15K in Q1 2025. 297 funds tracked by Wall St. Rank hold KWEB as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 62 KraneShares CSI China Internet ETF shares in Q2 2025, an estimated $2.15K.
  • Marshall & Sterling Wealth Advisors first reported a position in KraneShares CSI China Internet ETF in Q4 2024 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's KraneShares CSI China Internet ETF position peaked at $2.15K in Q1 2025.
  • 297 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.