Security National Bank of Sioux City Iowa’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $261K | Buy |
+3,975
| New | +$261K | 0.2% | 89 |
|
|
2016
Q1 | – | Sell |
-14,300
| Closed | -$840K | – | 71 |
|
|
2015
Q4 | $840K | Buy |
14,300
+1,637
| +13% | +$96.2K | 0.83% | 58 |
|
|
2015
Q3 | $726K | Hold |
12,663
| – | – | 0.85% | 60 |
|
|
2015
Q2 | $804K | Hold |
12,663
| – | – | 0.88% | 60 |
|
|
2015
Q1 | $813K | Sell |
12,663
-600
| -5% | -$38.5K | 0.87% | 60 |
|
|
2014
Q4 | $807K | Buy |
13,263
+3,145
| +31% | +$191K | 0.9% | 54 |
|
|
2014
Q3 | $649K | Hold |
10,118
| – | – | 0.73% | 60 |
|
|
2014
Q2 | $692K | Hold |
10,118
| – | – | 0.78% | 60 |
|
|
2014
Q1 | $680K | Hold |
10,118
| – | – | 0.8% | 60 |
|
|
2013
Q4 | $679K | Hold |
10,118
| – | – | 0.82% | 61 |
|
|
2013
Q3 | $646K | Sell |
10,118
-494
| -5% | -$31.5K | 0.94% | 57 |
|
|
2013
Q2 | $608K | Buy |
+10,612
| New | +$608K | 0.95% | 57 |
|