Kingswood Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 85,277 shares of USMV stock, worth $8.03 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

85,277

Previous 80,685 5.69%

Holding current value

$8.03 Million

Previous $7.68 Billion 4.6%

% of portfolio

0.39%

Previous 0.46%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$92.34 - $95.43 $424,025 - $438,214	4,592 Added 5.69%	85,277 $8.03 Billion
Q3 2025 Oct 23, 2025	BUY	$92.18 - $95.14 $158,365 - $163,450	1,718 Added 2.18%	80,685 $7.68 Billion
Q2 2025 Jul 23, 2025	SELL	$85.42 - $94.39 $4.83 Million - $5.34 Million	-56,535 Reduced 41.72%	78,967 $7.41 Billion
Q1 2025 Jul 25, 2025	BUY	$87.68 - $94.52 $180,094 - $194,144	2,054 Added 2.6%	81,021 $7.59 Billion
Q1 2025 Apr 21, 2025	BUY	$87.68 - $94.52 $4.23 Million - $4.56 Million	48,275 Added 55.34%	135,502 $12.7 Billion

Q4 2024 Jan 22, 2025	BUY	$88.59 - $94.57 $3.02 Million - $3.22 Million	34,066 Added 64.08%	87,227 $7.74 Billion
Q3 2024 Oct 21, 2024	SELL	$83.76 - $91.82 $1.15 Million - $1.27 Million	-13,779 Reduced 20.58%	53,161 $4.85 Billion
Q2 2024 Jul 09, 2024	BUY	$79.92 - $84.63 $1.34 Million - $1.42 Million	16,744 Added 33.36%	66,940 $5.62 Billion
Q1 2024 Apr 15, 2024	SELL	$77.86 - $83.58 $769,723 - $826,271	-9,886 Reduced 16.45%	50,196 $4.2 Billion
Q4 2023 Jan 16, 2024	BUY	$70.56 - $78.63 $2.2 Million - $2.45 Million	31,142 Added 107.61%	60,082 $4.69 Billion
Q3 2023 Oct 23, 2023	BUY	$72.38 - $76.06 $1.43 Million - $1.5 Million	19,769 Added 215.56%	28,940 $2.09 Billion
Q2 2023 Aug 09, 2023	BUY	$71.44 - $74.33 $655,176 - $681,680	9,171 New	9,171 $682 Million

Others Institutions Holding USMV

# of Institutions

1,495

Shares Held

197M

Call Options Held

32.7K

Put Options Held

95.2K

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About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Kingswood Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History