NECFA
KWEB icon

New England Capital Financial Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

New England Capital Financial 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
2023
Q1 		– Sell
-150
Closed -$5.23K – 443
2022
Q4 		$5.23K Buy
+150
New +$3.83K ﹤0.01% 292

Other funds holding KWEB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

New England Capital Financial Advisors's KWEB Position: Q1 2023 in Review

New England Capital Financial Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q1 2023, closing a stake of 150 shares — an estimated $5.23K sold.

New England Capital Financial Advisors first reported a position in KWEB in Q4 2022 and held it in 1 quarter. The position peaked at $5.23K in Q4 2022. 287 funds tracked by Wall St. Rank hold KWEB as of Q1 2023.

  • New England Capital Financial Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q1 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 150 KraneShares CSI China Internet ETF shares in Q1 2023, an estimated $5.23K.
  • New England Capital Financial Advisors first reported a position in KraneShares CSI China Internet ETF in Q4 2022 and held it in 1 quarter.
  • New England Capital Financial Advisors's KraneShares CSI China Internet ETF position peaked at $5.23K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2023.

Based on New England Capital Financial Advisors's 13F filing for Q1 2023, filed 4 May 2023.