Security National Bank’s iShares MSCI Switzerland ETF EWL Stock Holding History

Security National Bank’s Portfolio EWL Stock Details EWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-497	Closed	-$25.9K	–	324
2024 Q3	$25.9K	Hold	497	–	–	﹤0.01%	226
2024 Q2	$24K	Hold	497	–	–	﹤0.01%	224
2024 Q1	$23.7K	Buy	+497	New	+$23.6K	﹤0.01%	219

Other funds holding EWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Security National Bank's EWL Position: Q4 2024 in Review

Security National Bank sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2024, closing a stake of 497 shares — an estimated $25.9K sold.

Security National Bank first reported a position in EWL in Q1 2024 and held it in 3 quarters. The position peaked at $25.9K in Q3 2024. 144 funds tracked by Wall St. Rank hold EWL as of Q4 2024.

Security National Bank reported no remaining iShares MSCI Switzerland ETF position as of Q4 2024 after selling out during the quarter.
Security National Bank sold 497 iShares MSCI Switzerland ETF shares in Q4 2024, an estimated $25.9K.
Security National Bank first reported a position in iShares MSCI Switzerland ETF in Q1 2024 and held it in 3 quarters.
Security National Bank's iShares MSCI Switzerland ETF position peaked at $25.9K in Q3 2024.
144 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2024.

Based on Security National Bank's 13F filing for Q4 2024, filed 10 Feb 2025.