AE Wealth Management’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

AE Wealth Management’s Portfolio SCJ Stock Details SCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,615	Closed	-$585K	–	2169
2023 Q3	$585K	Buy	8,615 +283	+3%	+$19.7K	﹤0.01%	1295
2023 Q2	$570K	Buy	+8,332	New	+$572K	﹤0.01%	1319

Other funds holding SCJ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

SCI

S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return

AE Wealth Management's SCJ Position: Q4 2023 in Review

AE Wealth Management sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q4 2023, closing a stake of 8,615 shares — an estimated $585K sold.

AE Wealth Management first reported a position in SCJ in Q2 2023 and held it in 2 quarters. The position peaked at $585K in Q3 2023. 38 funds tracked by Wall St. Rank hold SCJ as of Q4 2023.

AE Wealth Management reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 8,615 iShares MSCI Japan Small-Cap ETF shares in Q4 2023, an estimated $585K.
AE Wealth Management first reported a position in iShares MSCI Japan Small-Cap ETF in Q2 2023 and held it in 2 quarters.
AE Wealth Management's iShares MSCI Japan Small-Cap ETF position peaked at $585K in Q3 2023.
38 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.