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

Peak Financial Advisors’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
2022 Q3	–	Sell	-37,915	Closed	-$1.47M	–	63
2022 Q2	$1.47M	Buy	+37,915	New	+$1.33M	1.46%	23
2022 Q1	–	Sell	-5,304	Closed	-$230K	–	97
2021 Q4	$230K	Buy	+5,304	New	+$247K	0.18%	67
2021 Q1	–	Sell	-30,508	Closed	-$1.4M	–	80
2020 Q4	$1.4M	Buy	+30,508	New	+$1.3M	1.21%	34

Other funds holding KBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

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

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

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

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Peak Financial Advisors's KBA Position: Q3 2022 in Review

Peak Financial Advisors sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q3 2022, closing a stake of 37,915 shares — an estimated $1.47M sold.

Peak Financial Advisors first reported a position in KBA in Q4 2020 and held it in 3 quarters. The position peaked at $1.47M in Q2 2022. 60 funds tracked by Wall St. Rank hold KBA as of Q3 2022.

Peak Financial Advisors reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q3 2022 after selling out during the quarter.
Peak Financial Advisors sold 37,915 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q3 2022, an estimated $1.47M.
Peak Financial Advisors first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q4 2020 and held it in 3 quarters.
Peak Financial Advisors's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $1.47M in Q2 2022.
60 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q3 2022.

Based on Peak Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.