United Capital Financial Advisors’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

United Capital Financial Advisors’s Portfolio KBA Stock Details KBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14,396	Closed	-$374K	–	939
2023 Q1	$374K	Hold	14,396	–	–	﹤0.01%	777
2022 Q4	$367K	Buy	14,396 +2,832	+24%	+$82.6K	﹤0.01%	823
2022 Q3	$351K	Hold	11,564	–	–	﹤0.01%	860
2022 Q2	$449K	Hold	11,564	–	–	﹤0.01%	826
2022 Q1	$424K	Buy	11,564 +967	+9%	+$38.3K	﹤0.01%	886
2021 Q4	$460K	Hold	10,597	–	–	﹤0.01%	887
2021 Q3	$485K	Hold	10,597	–	–	﹤0.01%	866
2021 Q2	$507K	Hold	10,597	–	–	﹤0.01%	857
2021 Q1	$469K	Buy	10,597 +66	+0.6%	+$3.14K	﹤0.01%	862
2020 Q4	$483K	Hold	10,531	–	–	﹤0.01%	856
2020 Q3	$416K	Hold	10,531	–	–	﹤0.01%	876
2020 Q2	$357K	Hold	10,531	–	–	﹤0.01%	965
2020 Q1	$311K	Buy	10,531 +156	+2%	+$4.93K	﹤0.01%	962
2019 Q4	$338K	Hold	10,375	–	–	﹤0.01%	1100
2019 Q3	$311K	Hold	10,375	–	–	﹤0.01%	1067
2019 Q2	$321K	Buy	+10,375	New	+$321K	﹤0.01%	1177

Other funds holding KBA

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

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

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

United Capital Financial Advisors's KBA Position: Q2 2023 in Review

United Capital Financial Advisors sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q2 2023, closing a stake of 14,396 shares — an estimated $374K sold.

United Capital Financial Advisors first reported a position in KBA in Q2 2019 and held it in 16 quarters. The position peaked at $507K in Q2 2021. 46 funds tracked by Wall St. Rank hold KBA as of Q2 2023.

United Capital Financial Advisors reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q2 2023 after selling out during the quarter.
United Capital Financial Advisors sold 14,396 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q2 2023, an estimated $374K.
United Capital Financial Advisors first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q2 2019 and held it in 16 quarters.
United Capital Financial Advisors's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $507K in Q2 2021.
46 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.