Sightline Wealth Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Sightline Wealth 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
2023 Q1	–	Sell	-10,124	Closed	-$306K	–	58
2022 Q4	$306K	Sell	10,124 -8,715	-46%	-$222K	0.33%	43
2022 Q3	$466K	Sell	18,839 -1,256	-6%	-$36K	0.55%	29
2022 Q2	$650K	Buy	20,095 +1,886	+10%	+$54.2K	0.63%	24
2022 Q1	$519K	Buy	18,209 +3,837	+27%	+$129K	0.43%	32
2021 Q4	$514K	Buy	14,372 +3,720	+35%	+$171K	0.46%	30
2021 Q3	$504K	Buy	10,652 +1,937	+22%	+$102K	0.42%	32
2021 Q2	$608K	Sell	8,715 -1,658	-16%	-$119K	0.5%	29
2021 Q1	$793K	Sell	10,373 -587	-5%	-$51.4K	0.73%	21
2020 Q4	$842K	Buy	+10,960	New	+$812K	0.83%	19

Other funds holding KWEB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sightline Wealth Advisors's KWEB Position: Q1 2023 in Review

Sightline Wealth Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q1 2023, closing a stake of 10,124 shares — an estimated $306K sold.

Sightline Wealth Advisors first reported a position in KWEB in Q4 2020 and held it in 9 quarters. The position peaked at $842K in Q4 2020. 287 funds tracked by Wall St. Rank hold KWEB as of Q1 2023.

Sightline Wealth Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q1 2023 after selling out during the quarter.
Sightline Wealth Advisors sold 10,124 KraneShares CSI China Internet ETF shares in Q1 2023, an estimated $306K.
Sightline Wealth Advisors first reported a position in KraneShares CSI China Internet ETF in Q4 2020 and held it in 9 quarters.
Sightline Wealth Advisors's KraneShares CSI China Internet ETF position peaked at $842K in Q4 2020.
287 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2023.

Based on Sightline Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.