Security National Trust’s iShares MSCI Brazil ETF EWZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-75	Closed	-$3K	–	373
2018 Q3	$3K	Hold	75	–	–	﹤0.01%	367
2018 Q2	$2K	Hold	75	–	–	﹤0.01%	379
2018 Q1	$3K	Hold	75	–	–	﹤0.01%	372
2017 Q4	$3K	Sell	75 -100	-57%	-$4.05K	﹤0.01%	374
2017 Q3	$7K	Hold	175	–	–	﹤0.01%	362
2017 Q2	$6K	Hold	175	–	–	﹤0.01%	381
2017 Q1	$7K	Hold	175	–	–	﹤0.01%	379
2016 Q4	$6K	Hold	175	–	–	﹤0.01%	392
2016 Q3	$6K	Hold	175	–	–	﹤0.01%	405
2016 Q2	$5K	Hold	175	–	–	﹤0.01%	416
2016 Q1	$5K	Hold	175	–	–	﹤0.01%	412
2015 Q4	$4K	Sell	175 -100	-36%	-$2.33K	﹤0.01%	424
2015 Q3	$6K	Hold	275	–	–	﹤0.01%	407
2015 Q2	$9K	Hold	275	–	–	﹤0.01%	399
2015 Q1	$9K	Hold	275	–	–	﹤0.01%	411
2014 Q4	$10K	Hold	275	–	–	﹤0.01%	411
2014 Q3	$12K	Hold	275	–	–	﹤0.01%	394
2014 Q2	$13K	Buy	275 +50	+22%	+$2.39K	0.01%	390
2014 Q1	$10K	Hold	225	–	–	﹤0.01%	411
2013 Q4	$10K	Hold	225	–	–	﹤0.01%	410
2013 Q3	$11K	Hold	225	–	–	﹤0.01%	386
2013 Q2	$10K	Buy	+225	New	+$11.7K	﹤0.01%	375

Other funds holding EWZ

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Security National Trust's EWZ Position: Q4 2018 in Review

Security National Trust sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2018, closing a stake of 75 shares — an estimated $3K sold.

Security National Trust first reported a position in EWZ in Q2 2013 and held it in 22 quarters. The position peaked at $13K in Q2 2014. 276 funds tracked by Wall St. Rank hold EWZ as of Q4 2018.

Security National Trust reported no remaining iShares MSCI Brazil ETF position as of Q4 2018 after selling out during the quarter.
Security National Trust sold 75 iShares MSCI Brazil ETF shares in Q4 2018, an estimated $3K.
Security National Trust first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 22 quarters.
Security National Trust's iShares MSCI Brazil ETF position peaked at $13K in Q2 2014.
276 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2018.

Based on Security National Trust's 13F filing for Q4 2018, filed 25 Jan 2019.