KWM
Kingsview Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.9M | Buy |
49,731
+42,885
| +626% | +$5.08M | 0.1% | 213 |
|
|
2025
Q1 | $797K | Buy |
6,846
+387
| +6% | +$45K | 0.02% | 605 |
|
|
2024
Q4 | $705K | Sell |
6,459
-27,650
| -81% | -$3.02M | 0.01% | 646 |
|
|
2024
Q3 | $3.91M | Buy |
34,109
+26,510
| +349% | +$3.04M | 0.08% | 234 |
|
|
2024
Q2 | $795K | Sell |
7,599
-9,691
| -56% | -$1.01M | 0.02% | 569 |
|
|
2024
Q1 | $1.82M | Sell |
17,290
-2,479
| -13% | -$261K | 0.05% | 360 |
|
|
2023
Q4 | $1.98M | Sell |
19,769
-647
| -3% | -$64.9K | 0.06% | 284 |
|
|
2023
Q3 | $1.95M | Sell |
20,416
-474
| -2% | -$45.2K | 0.07% | 285 |
|
|
2023
Q2 | $2.05M | Sell |
20,890
-1,019
| -5% | -$99.9K | 0.08% | 248 |
|
|
2023
Q1 | $2.12M | Sell |
21,909
-476
| -2% | -$46.1K | 0.09% | 230 |
|
|
2022
Q4 | $2.13M | Sell |
22,385
-2,172
| -9% | -$206K | 0.09% | 229 |
|
|
2022
Q3 | $2.18M | Buy |
24,557
+1,393
| +6% | +$123K | 0.1% | 215 |
|
|
2022
Q2 | $2.19M | Sell |
23,164
-11,761
| -34% | -$1.11M | 0.1% | 207 |
|
|
2022
Q1 | $3.66M | Buy |
34,925
+11,097
| +47% | +$1.16M | 0.16% | 140 |
|
|
2021
Q4 | $2.58M | Buy |
23,828
+2,112
| +10% | +$229K | 0.11% | 196 |
|
|
2021
Q3 | $2.23M | Buy |
21,716
+433
| +2% | +$44.5K | 0.11% | 205 |
|
|
2021
Q2 | $2.2M | Buy |
21,283
+15
| +0.1% | +$1.55K | 0.11% | 206 |
|
|
2021
Q1 | $2.11M | Buy |
21,268
+1,816
| +9% | +$180K | 0.12% | 183 |
|
|
2020
Q4 | $1.89M | Buy |
19,452
+2,790
| +17% | +$270K | 0.14% | 166 |
|
|
2020
Q3 | $1.53M | Buy |
16,662
+2,319
| +16% | +$213K | 0.14% | 165 |
|
|
2020
Q2 | $1.26M | Buy |
14,343
+5,744
| +67% | +$503K | 0.13% | 178 |
|
|
2020
Q1 | $691K | Buy |
8,599
+3,388
| +65% | +$272K | 0.09% | 225 |
|
|
2019
Q4 | $499K | Buy |
5,211
+786
| +18% | +$75.3K | 0.06% | 280 |
|
|
2019
Q3 | $419K | Buy |
4,425
+200
| +5% | +$18.9K | 0.07% | 286 |
|
|
2019
Q2 | $389K | Buy |
4,225
+3
| +0.1% | +$276 | 0.07% | 280 |
|
|
2019
Q1 | $378K | Sell |
4,222
-1,832
| -30% | -$164K | 0.06% | 309 |
|
|
2018
Q4 | $492K | Buy |
6,054
+346
| +6% | +$28.1K | 0.11% | 221 |
|
|
2018
Q3 | $502K | Hold |
5,708
| – | – | 0.1% | 223 |
|
|
2018
Q2 | $474K | Hold |
5,708
| – | – | 0.11% | 200 |
|
|
2018
Q1 | $478K | Buy |
5,708
+129
| +2% | +$10.8K | 0.12% | 205 |
|
|
2017
Q4 | $470K | Buy |
+5,579
| New | +$470K | 0.17% | 178 |
|