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Sequoia Financial Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Sequoia Financial Advisors’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
2025
Q2 		– Hold
0
– -$175K – 1619
2025
Q1 		– Hold
0
– – – 1288
2024
Q2 		– Hold
0
– -$501K – 1259
2024
Q1 		– Hold
0
– – – 687
2023
Q4 		– Hold
0
– – – 720
2023
Q3 		– Hold
0
– – – 426

Other funds holding KWEB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Sequoia Financial Advisors's KWEB Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q2 2025, closing a stake of 3,322 shares — an estimated $116K sold.

Sequoia Financial Advisors first reported a position in KWEB in Q3 2023 and held it in 4 quarters. The position peaked at $116K in Q1 2025. 297 funds tracked by Wall St. Rank hold KWEB as of Q2 2025.

  • Sequoia Financial Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q2 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 3,322 KraneShares CSI China Internet ETF shares in Q2 2025, an estimated $116K.
  • Sequoia Financial Advisors first reported a position in KraneShares CSI China Internet ETF in Q3 2023 and held it in 4 quarters.
  • Sequoia Financial Advisors's KraneShares CSI China Internet ETF position peaked at $116K in Q1 2025.
  • 297 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.