Kingswood Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.68M	Buy
2025 Q2	$7.41M	Sell
2025 Q1	$7.59M	Sell
2024 Q4	$7.74M	Buy
2024 Q3	$4.85M	Sell
2024 Q2	$5.62M	Buy
2024 Q1	$4.2M	Sell
2023 Q4	$4.69M	Buy
2023 Q3	$2.09M	Buy
2023 Q2	$682K	Buy