Security National Trust’s iShares MSCI ACWI ETF ACWI Stock Holding History

Security National Trust’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-198	Closed	-$12K	–	406
2020 Q1	$12K	Hold	198	–	–	﹤0.01%	344
2019 Q4	$16K	Buy	+198	New	+$15.1K	﹤0.01%	337

Other funds holding ACWI

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Security National Trust's ACWI Position: Q2 2020 in Review

Security National Trust sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2020, closing a stake of 198 shares — an estimated $12K sold.

Security National Trust first reported a position in ACWI in Q4 2019 and held it in 2 quarters. The position peaked at $16K in Q4 2019. 439 funds tracked by Wall St. Rank hold ACWI as of Q2 2020.

Security National Trust reported no remaining iShares MSCI ACWI ETF position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 198 iShares MSCI ACWI ETF shares in Q2 2020, an estimated $12K.
Security National Trust first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 2 quarters.
Security National Trust's iShares MSCI ACWI ETF position peaked at $16K in Q4 2019.
439 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.