KWA
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Kingswood Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Kingswood Wealth Advisors’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,013
Closed -$246K – 758
2025
Q1 		$246K Sell
7,013
-2,094
-23% -$73.3K 0.02% 615
2024
Q4 		$304K Buy
+9,107
New +$304K 0.02% 598