Security National Trust’s KraneShares CSI China Internet ETF KWEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-37	Closed	-$2K	–	448
2020 Q1	$2K	Hold	37	–	–	﹤0.01%	448
2019 Q4	$2K	Buy	+37	New	+$1.69K	﹤0.01%	425

Other funds holding KWEB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Security National Trust sold out of KraneShares CSI China Internet ETF (KWEB) in Q2 2020, closing a stake of 37 shares — an estimated $2K sold.

Security National Trust first reported a position in KWEB in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 162 funds tracked by Wall St. Rank hold KWEB as of Q2 2020.

Security National Trust reported no remaining KraneShares CSI China Internet ETF position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 37 KraneShares CSI China Internet ETF shares in Q2 2020, an estimated $2K.
Security National Trust first reported a position in KraneShares CSI China Internet ETF in Q4 2019 and held it in 2 quarters.
Security National Trust's KraneShares CSI China Internet ETF position peaked at $2K in Q1 2020.
162 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2020.

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