KWA
Kingswood Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.41M | Sell |
78,967
-2,054
| -3% | -$193K | 0.59% | 26 |
|
|
2025
Q1 | $7.59M | Sell |
81,021
-6,206
| -7% | -$581K | 0.69% | 16 |
|
|
2024
Q4 | $7.74M | Buy |
87,227
+34,066
| +64% | +$3.02M | 0.58% | 25 |
|
|
2024
Q3 | $4.85M | Sell |
53,161
-13,779
| -21% | -$1.26M | 0.35% | 64 |
|
|
2024
Q2 | $5.62M | Buy |
66,940
+16,744
| +33% | +$1.41M | 0.51% | 31 |
|
|
2024
Q1 | $4.2M | Sell |
50,196
-9,886
| -16% | -$826K | 0.48% | 35 |
|
|
2023
Q4 | $4.69M | Buy |
60,082
+31,142
| +108% | +$2.43M | 0.53% | 33 |
|
|
2023
Q3 | $2.09M | Buy |
28,940
+19,769
| +216% | +$1.43M | 0.36% | 72 |
|
|
2023
Q2 | $682K | Buy |
+9,171
| New | +$682K | 0.22% | 106 |
|