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

Transform Wealth’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 Q1	$217K	Buy	+6,208	New	+$206K	0.01%	236

Other funds holding KWEB

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Transform Wealth's KWEB Position: Q1 2025 in Review

Transform Wealth opened a new position in KraneShares CSI China Internet ETF (KWEB) in Q1 2025: 6,208 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings.

348 funds tracked by Wall St. Rank hold KWEB as of Q1 2025.

Transform Wealth held 6,208 shares of KraneShares CSI China Internet ETF worth $217K as of Q1 2025.
KraneShares CSI China Internet ETF was a new Transform Wealth position in Q1 2025.
KraneShares CSI China Internet ETF made up 0.01% of Transform Wealth's portfolio in Q1 2025, its #236 holding.
348 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.