Montag & Associates’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Montag & Associates’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	-119,201	Closed	-$4.16M	–	985
2025 Q1	$4.16M	Buy	119,201 +1,241	+1%	+$41.1K	0.21%	105
2024 Q4	$3.45M	Buy	117,960 +3,053	+3%	+$98K	0.16%	130
2024 Q3	$3.91M	Buy	+114,907	New	+$3.09M	0.18%	116

Other funds holding KWEB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Montag & Associates's KWEB Position: Q2 2025 in Review

Montag & Associates sold out of KraneShares CSI China Internet ETF (KWEB) in Q2 2025, closing a stake of 119,201 shares — an estimated $4.16M sold.

Montag & Associates first reported a position in KWEB in Q3 2024 and held it in 3 quarters. The position peaked at $4.16M in Q1 2025. 297 funds tracked by Wall St. Rank hold KWEB as of Q2 2025.

Montag & Associates reported no remaining KraneShares CSI China Internet ETF position as of Q2 2025 after selling out during the quarter.
Montag & Associates sold 119,201 KraneShares CSI China Internet ETF shares in Q2 2025, an estimated $4.16M.
Montag & Associates first reported a position in KraneShares CSI China Internet ETF in Q3 2024 and held it in 3 quarters.
Montag & Associates's KraneShares CSI China Internet ETF position peaked at $4.16M in Q1 2025.
297 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.