Sage Private Wealth Group’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Sage Private Wealth Group’s Portfolio KLDW Stock Details KLDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-600	Closed	-$20K	–	193
2022 Q3	$20K	Hold	600	–	–	0.03%	113
2022 Q2	$21K	Hold	600	–	–	0.03%	113
2022 Q1	$25K	Hold	600	–	–	0.02%	114
2021 Q4	$28K	Hold	600	–	–	0.03%	104
2021 Q3	$28K	Hold	600	–	–	0.04%	105
2021 Q2	$28K	Hold	600	–	–	0.04%	101
2021 Q1	$26K	Hold	600	–	–	0.04%	110
2020 Q4	$25K	Buy	+600	New	+$24K	0.07%	98

Other funds holding KLDW

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lakeside Advisors Seattle, Washington $150M AUM 14.73% 1-Year Est. Return

Sage Private Wealth Group's KLDW Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Knowledge Leaders Developed World ETF (KLDW) in Q4 2022, closing a stake of 600 shares — an estimated $20K sold.

Sage Private Wealth Group first reported a position in KLDW in Q4 2020 and held it in 8 quarters. The position peaked at $28K in Q4 2021. 18 funds tracked by Wall St. Rank hold KLDW as of Q4 2022.

Sage Private Wealth Group reported no remaining Knowledge Leaders Developed World ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 600 Knowledge Leaders Developed World ETF shares in Q4 2022, an estimated $20K.
Sage Private Wealth Group first reported a position in Knowledge Leaders Developed World ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Knowledge Leaders Developed World ETF position peaked at $28K in Q4 2021.
18 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.