Security National Bank’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
7,539
+2,323
| +45% | +$142K | 0.08% | 90 |
|
|
2025
Q1 | $289K | Hold |
5,216
| – | – | 0.05% | 103 |
|
|
2024
Q4 | $272K | Hold |
5,216
| – | – | 0.04% | 101 |
|
|
2024
Q3 | $298K | Hold |
5,216
| – | – | 0.04% | 99 |
|
|
2024
Q2 | $277K | Hold |
5,216
| – | – | 0.04% | 97 |
|
|
2024
Q1 | $278K | Hold |
5,216
| – | – | 0.04% | 96 |
|
|
2023
Q4 | $266K | Hold |
5,216
| – | – | 0.06% | 100 |
|
|
2023
Q3 | $246K | Buy |
5,216
+383
| +8% | +$18K | 0.07% | 94 |
|
|
2023
Q2 | $238K | Buy |
4,833
+94
| +2% | +$4.63K | 0.06% | 96 |
|
|
2023
Q1 | $231K | Buy |
+4,739
| New | +$231K | 0.06% | 92 |
|