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PCG Wealth Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

PCG Wealth 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
-11,333
Closed -$342K – 118
2022
Q4 		$342K Sell
11,333
-11,333
-50% -$289K 0.22% 77
2022
Q3 		$557K Buy
22,666
+11,771
+108% +$337K 0.2% 70
2022
Q2 		$357K Buy
10,895
+2,073
+23% +$59.6K 0.25% 63
2022
Q1 		$252K Buy
+8,822
New +$296K 0.16% 70

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 $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.02B AUM 16.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return