WealthShield Partners’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

WealthShield Partners’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
2021 Q3	–	Sell	-1,012	Closed	-$47K	–	798
2021 Q2	$47K	Hold	1,012	–	–	0.01%	487
2021 Q1	$44K	Buy	+1,012	New	+$44K	0.01%	481

Other funds holding KLDW

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

CPA

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

RJFSA

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

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

WealthShield Partners's KLDW Position: Q3 2021 in Review

WealthShield Partners sold out of Knowledge Leaders Developed World ETF (KLDW) in Q3 2021, closing a stake of 1,012 shares — an estimated $47K sold.

WealthShield Partners first reported a position in KLDW in Q1 2021 and held it in 2 quarters. The position peaked at $47K in Q2 2021. 22 funds tracked by Wall St. Rank hold KLDW as of Q3 2021.

WealthShield Partners reported no remaining Knowledge Leaders Developed World ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 1,012 Knowledge Leaders Developed World ETF shares in Q3 2021, an estimated $47K.
WealthShield Partners first reported a position in Knowledge Leaders Developed World ETF in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Knowledge Leaders Developed World ETF position peaked at $47K in Q2 2021.
22 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.