Next Financial Group’s KraneShares MSCI China Clean Technology Index ETF KGRN Stock Holding History

Next Financial Group’s Portfolio KGRN Stock Details KGRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$51K	Hold	1,105	–	–	﹤0.01%	1465
2021 Q3	$48K	Buy	1,105 +58	+6%	+$2.67K	﹤0.01%	1425
2021 Q2	$52K	Buy	1,047 +775	+285%	+$32.6K	﹤0.01%	1371
2021 Q1	$11K	Buy	+272	New	+$12.7K	﹤0.01%	1858

Other funds holding KGRN

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

GWM

GSB Wealth Management Guilford, Connecticut $443M AUM 17.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Next Financial Group held its KraneShares MSCI China Clean Technology Index ETF (KGRN) position steady in Q4 2021 at 1,105 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Next Financial Group first reported a position in KGRN in Q1 2021 and has held it in 4 quarters since. The position peaked at $52K in Q2 2021. 33 funds tracked by Wall St. Rank hold KGRN as of Q4 2021.

Next Financial Group held 1,105 shares of KraneShares MSCI China Clean Technology Index ETF worth $51K as of Q4 2021.
Next Financial Group left its KraneShares MSCI China Clean Technology Index ETF share count unchanged in Q4 2021.
KraneShares MSCI China Clean Technology Index ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1465 holding.
Next Financial Group first reported a position in KraneShares MSCI China Clean Technology Index ETF in Q1 2021 and has held it in 4 quarters since.
Next Financial Group's KraneShares MSCI China Clean Technology Index ETF position peaked at $52K in Q2 2021.
33 funds tracked by Wall St. Rank held KraneShares MSCI China Clean Technology Index ETF as of Q4 2021.

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