KWA
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Kingswood Wealth Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Kingswood Wealth Advisors’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,068
Closed -$683K – 835
2024
Q4 		$683K Buy
+15,068
New +$683K 0.05% 356