Kingswood Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.5M	Buy
2025 Q2	$4.85M	Sell
2025 Q1	$4.56M	Sell
2024 Q4	$8.97M	Buy
2024 Q3	$4.68M	Buy
2024 Q2	$4.11M	Buy
2024 Q1	$3.7M	Buy
2023 Q4	$3.26M	Buy
2023 Q3	$518K	Sell
2023 Q2	$3.06M	Buy