Private Ocean’s KraneShares MSCI China Clean Technology Index ETF KGRN Stock Holding History

Private Ocean’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
2023 Q2	–	Sell	-7	Closed	-$200	–	612
2023 Q1	$200	Hold	7	–	–	﹤0.01%	597
2022 Q4	$191	Buy	+7	New	+$192	﹤0.01%	537
2022 Q2	–	Sell	-7	Closed	–	–	572
2022 Q1	$0	Hold	7	–	–	﹤0.01%	662
2021 Q4	$0	Buy	+7	New	+$330	﹤0.01%	616

Other funds holding KGRN

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

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

OMC

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

EWM

Echo Wealth Management Plymouth, Minnesota $174M AUM 12.5% 1-Year Est. Return

Private Ocean's KGRN Position: Q2 2023 in Review

Private Ocean sold out of KraneShares MSCI China Clean Technology Index ETF (KGRN) in Q2 2023, closing a stake of 7 shares — an estimated $200 sold.

Private Ocean first reported a position in KGRN in Q4 2021 and held it in 4 quarters. The position peaked at $200 in Q1 2023. 19 funds tracked by Wall St. Rank hold KGRN as of Q2 2023.

Private Ocean reported no remaining KraneShares MSCI China Clean Technology Index ETF position as of Q2 2023 after selling out during the quarter.
Private Ocean sold 7 KraneShares MSCI China Clean Technology Index ETF shares in Q2 2023, an estimated $200.
Private Ocean first reported a position in KraneShares MSCI China Clean Technology Index ETF in Q4 2021 and held it in 4 quarters.
Private Ocean's KraneShares MSCI China Clean Technology Index ETF position peaked at $200 in Q1 2023.
19 funds tracked by Wall St. Rank held KraneShares MSCI China Clean Technology Index ETF as of Q2 2023.

Based on Private Ocean's 13F filing for Q2 2023, filed 21 Jul 2023.