Robertson Stephens Wealth Management’s KraneShares MSCI China Clean Technology Index ETF KGRN Stock Holding History

Robertson Stephens Wealth Management’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
2024 Q2	–	Sell	-21,929	Closed	-$444K	–	520
2024 Q1	$444K	Sell	21,929 -1,041	-5%	-$21.1K	0.02%	360
2023 Q4	$528K	Buy	22,970 +1,707	+8%	+$39.9K	0.03%	304
2023 Q3	$529K	Sell	21,263 -7,056	-25%	-$192K	0.04%	297
2023 Q2	$788K	Sell	28,319 -2,180	-7%	-$58.1K	0.06%	218
2023 Q1	$872K	Buy	30,499 +394	+1%	+$11.5K	0.07%	213
2022 Q4	$819K	Buy	+30,105	New	+$824K	0.08%	200

Other funds holding KGRN

OMC

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

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Robertson Stephens Wealth Management's KGRN Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of KraneShares MSCI China Clean Technology Index ETF (KGRN) in Q2 2024, closing a stake of 21,929 shares — an estimated $444K sold.

Robertson Stephens Wealth Management first reported a position in KGRN in Q4 2022 and held it in 6 quarters. The position peaked at $872K in Q1 2023. 12 funds tracked by Wall St. Rank hold KGRN as of Q2 2024.

Robertson Stephens Wealth Management reported no remaining KraneShares MSCI China Clean Technology Index ETF position as of Q2 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 21,929 KraneShares MSCI China Clean Technology Index ETF shares in Q2 2024, an estimated $444K.
Robertson Stephens Wealth Management first reported a position in KraneShares MSCI China Clean Technology Index ETF in Q4 2022 and held it in 6 quarters.
Robertson Stephens Wealth Management's KraneShares MSCI China Clean Technology Index ETF position peaked at $872K in Q1 2023.
12 funds tracked by Wall St. Rank held KraneShares MSCI China Clean Technology Index ETF as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.