KWM
Kingsview Wealth Management’s Monarch Volume Factor Dividend Tree Index ETF MVFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.3M | Buy |
2,672,236
+7,062
| +0.3% | +$183K | 1.17% | 14 |
|
|
2025
Q1 | $68.3M | Buy |
2,665,174
+715,969
| +37% | +$18.4M | 1.29% | 14 |
|
|
2024
Q4 | $50.6M | Buy |
1,949,205
+81,166
| +4% | +$2.11M | 0.99% | 17 |
|
|
2024
Q3 | $49.3M | Buy |
1,868,039
+245,301
| +15% | +$6.47M | 1.04% | 16 |
|
|
2024
Q2 | $40.1M | Buy |
1,622,738
+273,491
| +20% | +$6.76M | 0.95% | 20 |
|
|
2024
Q1 | $35M | Buy |
+1,349,247
| New | +$35M | 0.88% | 20 |
|