AssetMark Inc’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

AssetMark Inc’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
2026 Q1	$19.8K	Buy	+204	New	+$20.2K	﹤0.01%	2057
2020 Q3	–	Sell	-58	Closed	-$4K	–	1396
2020 Q2	$4K	Hold	58	–	–	﹤0.01%	988
2020 Q1	$3K	Hold	58	–	–	﹤0.01%	1141
2019 Q4	$4K	Sell	58 -8	-12%	-$598	﹤0.01%	1149
2019 Q3	$5K	Sell	66 -3	-4%	-$208	﹤0.01%	1056
2019 Q2	$5K	Sell	69 -1,056,198	-100%	-$73.4M	﹤0.01%	1062
2019 Q1	$74.7M	Buy	1,056,267 +11,193	+1%	+$775K	0.67%	36
2018 Q4	$68.2M	Buy	1,045,074 +1,044,871	+514,715%	+$73.9M	0.66%	44
2018 Q3	$16K	Sell	203 -942,666	-100%	-$71.9M	﹤0.01%	974
2018 Q2	$73.5M	Buy	942,869 +942,768	+933,434%	+$76.4M	0.72%	43
2018 Q1	$8K	Buy	+101	New	+$8.21K	﹤0.01%	1086
2017 Q2	–	Sell	-19	Closed	-$1K	–	1485
2017 Q1	$1K	Sell	19 -605,810	-100%	-$39.4M	﹤0.01%	1225
2016 Q4	$37.3M	Buy	+605,829	New	+$38.4M	0.55%	50

Other funds holding SCJ

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

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

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

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

PWAC

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

OMC

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

SCI

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

AssetMark Inc's SCJ Position: Q1 2026 in Review

AssetMark Inc opened a new position in iShares MSCI Japan Small-Cap ETF (SCJ) in Q1 2026: 204 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #2057 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in SCJ as recently as Q2 2020.

AssetMark Inc first reported a position in SCJ in Q4 2016 and has held it in 13 quarters since. The position peaked at $74.7M in Q1 2019. 44 funds tracked by Wall St. Rank hold SCJ as of Q1 2026.

AssetMark Inc held 204 shares of iShares MSCI Japan Small-Cap ETF worth $19.8K as of Q1 2026.
iShares MSCI Japan Small-Cap ETF was a new AssetMark Inc position in Q1 2026.
iShares MSCI Japan Small-Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2057 holding.
AssetMark Inc first reported a position in iShares MSCI Japan Small-Cap ETF in Q4 2016 and has held it in 13 quarters since.
AssetMark Inc's iShares MSCI Japan Small-Cap ETF position peaked at $74.7M in Q1 2019.
44 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.