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Avantax Advisory Services’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Avantax Advisory Services’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
-3,392
Closed -$231K – 1661
2023
Q3 		$231K Buy
+3,392
New +$236K ﹤0.01% 1344

Other funds holding SCJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
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

Avantax Advisory Services's SCJ Position: Q4 2023 in Review

Avantax Advisory Services sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q4 2023, closing a stake of 3,392 shares — an estimated $231K sold.

Avantax Advisory Services first reported a position in SCJ in Q3 2023 and held it in 1 quarter. The position peaked at $231K in Q3 2023. 38 funds tracked by Wall St. Rank hold SCJ as of Q4 2023.

  • Avantax Advisory Services reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 3,392 iShares MSCI Japan Small-Cap ETF shares in Q4 2023, an estimated $231K.
  • Avantax Advisory Services first reported a position in iShares MSCI Japan Small-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Avantax Advisory Services's iShares MSCI Japan Small-Cap ETF position peaked at $231K in Q3 2023.
  • 38 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.