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Avantax Planning Partners’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-519
Closed -$43K – 1251
2018
Q1 		$43K Buy
+519
New +$42.2K ﹤0.01% 562

Other funds holding SCJ

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PAMU
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIM
VCU Investment Management Richmond, Virginia $68.6M AUM
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
EGPO
EnTrust Global Partners Offshore New York $73.2M AUM 32.09% 1-Year Est. Return

Avantax Planning Partners's SCJ Position: Q2 2018 in Review

Avantax Planning Partners sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q2 2018, closing a stake of 519 shares — an estimated $43K sold.

Avantax Planning Partners first reported a position in SCJ in Q1 2018 and held it in 1 quarter. The position peaked at $43K in Q1 2018. 60 funds tracked by Wall St. Rank hold SCJ as of Q2 2018.

  • Avantax Planning Partners reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 519 iShares MSCI Japan Small-Cap ETF shares in Q2 2018, an estimated $43K.
  • Avantax Planning Partners first reported a position in iShares MSCI Japan Small-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's iShares MSCI Japan Small-Cap ETF position peaked at $43K in Q1 2018.
  • 60 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.