Kingswood Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Kingswood Wealth Advisors’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.05M	Buy
2025 Q2	$1.81M	Buy
2025 Q1	$1.62M	Sell
2024 Q4	$1.46M	Buy
2024 Q3	$1.25M	Buy
2024 Q2	$993K	Buy
2024 Q1	$911K	Sell
2023 Q4	$919K	Buy