Kingswood Wealth Advisors, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,634 shares of EFAV stock, worth $860,799. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,634
Previous 8,555 35.99%
Holding current value
$860,799
Previous $657 Million 25.18%
% of portfolio
0.06%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$70.1 - $76.53 $215,837 - $235,635
3,079 Added 35.99%
11,634 $823 Million
Q3 2024

Oct 21, 2024
BUY
$69.31 - $77.34 $3,742 - $4,176
54 Added 0.64%
8,555 $657 Million
Q2 2024

Jul 09, 2024
BUY
$67.82 - $72.36 $57,443 - $61,288
847 Added 11.07%
8,501 $590 Million
Q1 2024

Apr 15, 2024
SELL
$67.46 - $71.15 $63,614 - $67,094
-943 Reduced 10.97%
7,654 $543 Million
Q4 2023

Jan 16, 2024
BUY
$63.1 - $69.34 $542,470 - $596,115
8,597 New
8,597 $596 Million
Q2 2023

Aug 09, 2023
BUY
$66.75 - $70.85 $382,878 - $406,395
5,736 New
5,736 $387 Million

Others Institutions Holding EFAV

# of Institutions
509
Shares Held
55.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI EAFE MIN VOL FACT

EFAV Quotes by TradingView
  • Ticker EFAV
  • Sector ETFs
  • Industry ETFs
More about EFAV
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email