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 Q3	$22.3K	Hold	204	–	–	﹤0.01%	2202
2026 Q2	$21.5K	Hold	204	–	–	﹤0.01%	2150
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

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Sunpointe St. Louis, Missouri $328M AUM 26.96% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

AssetMark Inc's SCJ Position: Q3 2026 in Review

AssetMark Inc held its iShares MSCI Japan Small-Cap ETF (SCJ) position steady in Q3 2026 at 204 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

AssetMark Inc first reported a position in SCJ in Q4 2016 and has held it in 15 quarters since. The position peaked at $74.7M in Q1 2019. 12 funds tracked by Wall St. Rank hold SCJ as of Q3 2026.

AssetMark Inc held 204 shares of iShares MSCI Japan Small-Cap ETF worth $22.3K as of Q3 2026.
AssetMark Inc left its iShares MSCI Japan Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI Japan Small-Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2202 holding.
AssetMark Inc first reported a position in iShares MSCI Japan Small-Cap ETF in Q4 2016 and has held it in 15 quarters since.
AssetMark Inc's iShares MSCI Japan Small-Cap ETF position peaked at $74.7M in Q1 2019.
12 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.