ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 85,277 Value ($000) $8,030 Avg Close — Range —
Q3 2025
Shares 80,685 Value ($000) $7,676 Avg Close — Range —
Q2 2025
Shares 78,967 Value ($000) $7,413 Avg Close — Range —
Q1 2025
Shares 81,021 Value ($000) $7,588 Avg Close — Range —
Q4 2024
Shares 87,227 Value ($000) $7,745 Avg Close — Range —
Q3 2024
Shares 53,161 Value ($000) $4,852 Avg Close — Range —
Q2 2024
Shares 66,940 Value ($000) $5,620 Avg Close — Range —
Q1 2024
Shares 50,196 Value ($000) $4,195 Avg Close — Range —
Q4 2023
Shares 60,082 Value ($000) $4,688 Avg Close — Range —
Q3 2023
Shares 28,940 Value ($000) $2,095 Avg Close — Range —
Q2 2023
Shares 9,171 Value ($000) $682 Avg Close — Range —