Ownership history in SYM FINANCIAL Corp · 23 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in ISHARES INC (ACWV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 45,207 | +2,834 | +6.7% | 0.55% | $5.4M | $118.75 |
| 2025 Q3 | ADDED | 42,373 | +2,563 | +6.4% | 0.54% | $5.1M | $118.63 |
| 2025 Q2 | ADDED | 39,810 | +717 | +1.8% | 0.53% | $4.7M | $117.29 |
| 2025 Q1 | ADDED | 39,093 | +1,594 | +4.3% | 0.56% | $4.5M | $113.97 |
| 2024 Q4 | ADDED | 37,499 | +309 | +0.8% | 0.53% | $4.1M | $106.94 |
| 2024 Q3 | ADDED | 37,190 | +544 | +1.5% | 0.57% | $4.3M | $110.54 |
| 2024 Q2 | ADDED | 36,646 | +2,024 | +5.8% | 0.61% | $3.8M | $101.00 |
| 2024 Q1 | ADDED | 34,622 | +6,510 | +23.2% | 0.60% | $3.6M | $100.72 |
| 2023 Q4 | ADDED | 28,112 | +5,358 | +23.5% | 0.46% | $2.8M | $96.01 |
| 2023 Q3 | ADDED | 22,754 | +2,282 | +11.1% | 0.39% | $2.2M | $89.88 |
As of 2025 Q4 — sorted by position size