Next Financial Group’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Next Financial Group’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
2021 Q4	$21K	Hold	558	–	–	﹤0.01%	1864
2021 Q3	$26K	Buy	558 +164	+42%	+$8.61K	﹤0.01%	1700
2021 Q2	$27K	Buy	394 +215	+120%	+$15.5K	﹤0.01%	1640
2021 Q1	$14K	Buy	179 +89	+99%	+$7.79K	﹤0.01%	1766
2020 Q4	$7K	Sell	90 -10	-10%	-$741	﹤0.01%	1891
2020 Q3	$7K	Buy	+100	New	+$6.79K	﹤0.01%	1735
2019 Q4	–	Sell	-21	Closed	-$1K	–	2452
2019 Q3	$1K	Hold	21	–	–	﹤0.01%	2229
2019 Q2	$1K	Hold	21	–	–	﹤0.01%	2222
2019 Q1	$1K	Hold	21	–	–	﹤0.01%	1560
2018 Q4	$1K	Hold	21	–	–	﹤0.01%	1851
2018 Q3	$1K	Buy	+21	New	+$1.11K	﹤0.01%	1400
2017 Q4	–	Sell	-208	Closed	-$12K	–	887
2017 Q3	$12K	Hold	208	–	–	﹤0.01%	1141
2017 Q2	$10K	Sell	208 -300	-59%	-$14K	﹤0.01%	1314
2017 Q1	$23K	Hold	508	–	–	0.01%	999
2016 Q4	$18K	Hold	508	–	–	﹤0.01%	1415
2016 Q3	$21K	Buy	+508	New	+$19.2K	﹤0.01%	1337
2014 Q4	–	Sell	-360	Closed	-$12K	–	2137
2014 Q3	$12K	Buy	+360	New	+$13.6K	﹤0.01%	1672

Other funds holding KWEB

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return

ACG

Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 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

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

Next Financial Group held its KraneShares CSI China Internet ETF (KWEB) position steady in Q4 2021 at 558 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Next Financial Group first reported a position in KWEB in Q3 2014 and has held it in 17 quarters since. The position peaked at $27K in Q2 2021. 276 funds tracked by Wall St. Rank hold KWEB as of Q4 2021.

Next Financial Group held 558 shares of KraneShares CSI China Internet ETF worth $21K as of Q4 2021.
Next Financial Group left its KraneShares CSI China Internet ETF share count unchanged in Q4 2021.
KraneShares CSI China Internet ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1864 holding.
Next Financial Group first reported a position in KraneShares CSI China Internet ETF in Q3 2014 and has held it in 17 quarters since.
Next Financial Group's KraneShares CSI China Internet ETF position peaked at $27K in Q2 2021.
276 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q4 2021.

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