Security National Trust’s iShares MSCI China ETF MCHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-121	Closed	-$7K	–	451
2020 Q1	$7K	Hold	121	–	–	﹤0.01%	382
2019 Q4	$8K	Buy	+121	New	+$7.24K	﹤0.01%	386
2014 Q3	–	Sell	-1,006	Closed	-$47K	–	535
2014 Q2	$47K	Hold	1,006	–	–	0.02%	284
2014 Q1	$45K	Sell	1,006 -143	-12%	-$6.37K	0.02%	290
2013 Q4	$56K	Hold	1,149	–	–	0.02%	265
2013 Q3	$53K	Buy	+1,149	New	+$50.6K	0.02%	261

Other funds holding MCHI

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Security National Trust sold out of iShares MSCI China ETF (MCHI) in Q2 2020, closing a stake of 121 shares — an estimated $7K sold.

Security National Trust first reported a position in MCHI in Q3 2013 and held it in 6 quarters. The position peaked at $56K in Q4 2013. 180 funds tracked by Wall St. Rank hold MCHI as of Q2 2020.

Security National Trust reported no remaining iShares MSCI China ETF position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 121 iShares MSCI China ETF shares in Q2 2020, an estimated $7K.
Security National Trust first reported a position in iShares MSCI China ETF in Q3 2013 and held it in 6 quarters.
Security National Trust's iShares MSCI China ETF position peaked at $56K in Q4 2013.
180 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2020.

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