RMR Wealth Builders’s KraneShares CSI China Internet ETF KWEB Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-864	Closed	-$66K	–	447
2021 Q1	$66K	Buy	864 +61	+8%	+$5.34K	0.02%	326
2020 Q4	$62K	Buy	+803	New	+$59.5K	0.03%	238
2020 Q3	–	Sell	-116	Closed	-$7K	–	355
2020 Q2	$7K	Buy	+116	New	+$6.06K	0.01%	361
2019 Q4	$16K	Buy	+321	New	+$14.7K	0.02%	322

Other funds holding KWEB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RMR Wealth Builders's KWEB Position: Q2 2021 in Review

RMR Wealth Builders sold out of KraneShares CSI China Internet ETF (KWEB) in Q2 2021, closing a stake of 864 shares — an estimated $66K sold.

RMR Wealth Builders first reported a position in KWEB in Q4 2019 and held it in 4 quarters. The position peaked at $66K in Q1 2021. 254 funds tracked by Wall St. Rank hold KWEB as of Q2 2021.

RMR Wealth Builders reported no remaining KraneShares CSI China Internet ETF position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 864 KraneShares CSI China Internet ETF shares in Q2 2021, an estimated $66K.
RMR Wealth Builders first reported a position in KraneShares CSI China Internet ETF in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's KraneShares CSI China Internet ETF position peaked at $66K in Q1 2021.
254 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.