Momentum Wealth Planning’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Momentum Wealth Planning’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	–	Sell	-60,575	Closed	-$2.06M	–	38
2025 Q4	$2.06M	Sell	60,575 -101,525	-63%	-$3.9M	1.61%	16
2025 Q3	$6.81M	Buy	162,100 +52,129	+47%	+$1.95M	5.3%	5
2025 Q2	$3.78M	Buy	+109,971	New	+$3.64M	3.21%	8

Other funds holding KWEB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

DV Trading Chicago, Illinois $3.05B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return

Momentum Wealth Planning's KWEB Position: Q1 2026 in Review

Momentum Wealth Planning sold out of KraneShares CSI China Internet ETF (KWEB) in Q1 2026, closing a stake of 60,575 shares — an estimated $2.06M sold.

Momentum Wealth Planning first reported a position in KWEB in Q2 2025 and held it in 3 quarters. The position peaked at $6.81M in Q3 2025. 312 funds tracked by Wall St. Rank hold KWEB as of Q1 2026.

Momentum Wealth Planning reported no remaining KraneShares CSI China Internet ETF position as of Q1 2026 after selling out during the quarter.
Momentum Wealth Planning sold 60,575 KraneShares CSI China Internet ETF shares in Q1 2026, an estimated $2.06M.
Momentum Wealth Planning first reported a position in KraneShares CSI China Internet ETF in Q2 2025 and held it in 3 quarters.
Momentum Wealth Planning's KraneShares CSI China Internet ETF position peaked at $6.81M in Q3 2025.
312 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2026.

Based on Momentum Wealth Planning's 13F filing for Q1 2026, filed 7 May 2026.