KWA
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Kingswood Wealth Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Kingswood Wealth Advisors’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,130
Closed -$227K – 792
2025
Q1 		$227K Sell
2,130
-742
-26% -$79.1K 0.02% 639
2024
Q4 		$303K Buy
+2,872
New +$303K 0.02% 600