Security National Bank’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $556K | Buy |
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|
2025
Q2 | $459K | Buy |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $272K | Hold |
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|
2024
Q3 | $298K | Hold |
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $231K | Buy |
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