KWM
Kingsview Wealth Management’s Monarch Volume Factor Global Unconstrained Index ETF MVFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.3M | Buy |
3,471,118
+222,449
| +7% | +$6.23M | 1.65% | 9 |
|
|
2025
Q1 | $81.8M | Buy |
3,248,669
+1,072,520
| +49% | +$27M | 1.54% | 11 |
|
|
2024
Q4 | $57M | Buy |
2,176,149
+181,120
| +9% | +$4.74M | 1.11% | 14 |
|
|
2024
Q3 | $54.9M | Buy |
1,995,029
+105,691
| +6% | +$2.91M | 1.16% | 14 |
|
|
2024
Q2 | $49.7M | Buy |
1,889,338
+213,265
| +13% | +$5.61M | 1.17% | 12 |
|
|
2024
Q1 | $43.3M | Buy |
+1,676,073
| New | +$43.3M | 1.09% | 12 |
|