Avalon Capital Management’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Avalon Capital 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
2026 Q3	$2.7M	Buy	24,666 +65	+0.3%	+$7.02K	0.62%	34
2026 Q2	$2.59M	Buy	24,601 +3,979	+19%	+$411K	0.61%	32
2026 Q1	$2M	Sell	20,622 -5,699	-22%	-$563K	0.57%	39
2025 Q4	$2.42M	Sell	26,321 -709	-3%	-$64.9K	0.58%	39
2025 Q3	$2.49M	Buy	27,030 +509	+2%	+$45.3K	0.61%	39
2025 Q2	$2.25M	Sell	26,521 -495	-2%	-$39.7K	0.6%	43
2025 Q1	$2.07M	Buy	27,016 +12,946	+92%	+$975K	0.6%	43
2024 Q4	$1.03M	Buy	+14,070	New	+$1.05M	0.33%	55

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

Solstein Capital Menlo Park, California $284M AUM 20.47% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return

SCI

S&CO Inc Boston, Massachusetts $1.77B AUM 25.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 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

Avalon Capital Management's SCJ Position: Q3 2026 in Review

Avalon Capital Management increased its iShares MSCI Japan Small-Cap ETF (SCJ) stake by 0.26% in Q3 2026, buying an estimated $7.02K and bringing the position to 24,666 shares worth $2.7M. The position accounts for 0.62% of the portfolio, ranked #34.

Avalon Capital Management first reported a position in SCJ in Q4 2024 and has held it in 8 quarters since. 27 funds tracked by Wall St. Rank hold SCJ as of Q3 2026.

Avalon Capital Management held 24,666 shares of iShares MSCI Japan Small-Cap ETF worth $2.7M as of Q3 2026.
Avalon Capital Management bought 65 iShares MSCI Japan Small-Cap ETF shares in Q3 2026, an estimated $7.02K.
iShares MSCI Japan Small-Cap ETF made up 0.62% of Avalon Capital Management's portfolio in Q3 2026, its #34 holding.
Avalon Capital Management first reported a position in iShares MSCI Japan Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
27 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q3 2026.

Based on Avalon Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.