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Next Financial Group’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Next Financial Group’s Portfolio KBA Stock Details KBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1K Hold
30
– – ﹤0.01% 2744
2021
Q3 		$1K Buy
+30
New +$1.38K ﹤0.01% 2632
2017
Q4 		– Sell
-134
Closed -$5K – 867
2017
Q3 		$5K Buy
+134
New +$4.33K ﹤0.01% 1419

Other funds holding KBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YAVAPFMC
Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel $144M AUM 82.62% 1-Year Est. Return

Next Financial Group's KBA Position: Q4 2021 in Review

Next Financial Group held its KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) position steady in Q4 2021 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

Next Financial Group first reported a position in KBA in Q3 2017 and has held it in 3 quarters since. The position peaked at $5K in Q3 2017. 83 funds tracked by Wall St. Rank hold KBA as of Q4 2021.

  • Next Financial Group held 30 shares of KraneShares Bosera MSCI China A 50 Connect Index ETF worth $1K as of Q4 2021.
  • Next Financial Group left its KraneShares Bosera MSCI China A 50 Connect Index ETF share count unchanged in Q4 2021.
  • KraneShares Bosera MSCI China A 50 Connect Index ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2744 holding.
  • Next Financial Group first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q3 2017 and has held it in 3 quarters since.
  • Next Financial Group's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $5K in Q3 2017.
  • 83 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.