SFG
SNS Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
27,590
-240
| -0.9% | -$30.9K | 0.34% | 34 |
|
|
2025
Q1 | $3.24M | Sell |
27,830
-1,116
| -4% | -$130K | 0.33% | 38 |
|
|
2024
Q4 | $3.4M | Sell |
28,946
-919
| -3% | -$108K | 0.35% | 37 |
|
|
2024
Q3 | $3.57M | Sell |
29,865
-2,152
| -7% | -$257K | 0.36% | 36 |
|
|
2024
Q2 | $3.6M | Sell |
32,017
-431
| -1% | -$48.4K | 0.39% | 36 |
|
|
2024
Q1 | $3.57M | Sell |
32,448
-1,656
| -5% | -$182K | 0.39% | 35 |
|
|
2023
Q4 | $3.47M | Sell |
34,104
-1,086
| -3% | -$111K | 0.41% | 36 |
|
|
2023
Q3 | $3.25M | Sell |
35,190
-291
| -0.8% | -$26.9K | 0.43% | 35 |
|
|
2023
Q2 | $3.4M | Sell |
35,481
-2,375
| -6% | -$228K | 0.44% | 35 |
|
|
2023
Q1 | $3.45M | Sell |
37,856
-1,835
| -5% | -$167K | 0.45% | 37 |
|
|
2022
Q4 | $3.37M | Sell |
39,691
-643
| -2% | -$54.6K | 0.45% | 38 |
|
|
2022
Q3 | $3.14M | Hold |
40,334
| – | – | 0.45% | 39 |
|
|
2022
Q2 | $3.38M | Sell |
40,334
-2,090
| -5% | -$175K | 0.44% | 39 |
|
|
2022
Q1 | $4.23M | Sell |
42,424
-6,705
| -14% | -$669K | 0.47% | 39 |
|
|
2021
Q4 | $5.2M | Sell |
49,129
-1,055
| -2% | -$112K | 0.55% | 31 |
|
|
2021
Q3 | $5.01M | Sell |
50,184
-2,861
| -5% | -$286K | 0.6% | 31 |
|
|
2021
Q2 | $5.37M | Sell |
53,045
-1,774
| -3% | -$180K | 0.68% | 30 |
|
|
2021
Q1 | $5.22M | Sell |
54,819
-2,562
| -4% | -$244K | 0.7% | 29 |
|
|
2020
Q4 | $5.21M | Sell |
57,381
-1,822
| -3% | -$165K | 0.75% | 27 |
|
|
2020
Q3 | $4.73M | Sell |
59,203
-23,817
| -29% | -$1.9M | 0.74% | 27 |
|
|
2020
Q2 | $6.12M | Sell |
83,020
-16,141
| -16% | -$1.19M | 1.11% | 21 |
|
|
2020
Q1 | $6.21M | Buy |
99,161
+65,067
| +191% | +$4.07M | 1.19% | 19 |
|
|
2019
Q4 | $2.7M | Sell |
34,094
-389
| -1% | -$30.8K | 0.48% | 34 |
|
|
2019
Q3 | $2.54M | Sell |
34,483
-239
| -0.7% | -$17.6K | 0.48% | 39 |
|
|
2019
Q2 | $2.56M | Sell |
34,722
-4,678
| -12% | -$345K | 0.48% | 38 |
|
|
2019
Q1 | $2.84M | Sell |
39,400
-22,220
| -36% | -$1.6M | 0.62% | 34 |
|
|
2018
Q4 | $3.95M | Buy |
+61,620
| New | +$3.95M | 0.98% | 26 |
|