Bank of Montreal
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Bank of Montreal’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-3,435
Closed -$260K – 4190
2024
Q2 		$260K Buy
3,435
+3,395
+8,488% +$246K ﹤0.01% 2825
2024
Q1 		$3.03K Sell
40
-23,960
-100% -$1.74M ﹤0.01% 3777
2023
Q4 		$1.73M Buy
24,000
+18,890
+370% +$1.29M ﹤0.01% 1766
2023
Q3 		$363K Buy
5,110
+2,812
+122% +$196K ﹤0.01% 2674
2023
Q2 		$157K Sell
2,298
-10,894
-83% -$748K ﹤0.01% 3307
2023
Q1 		$900K Buy
+13,192
New +$873K ﹤0.01% 2115
2021
Q3 		– Sell
-49
Closed -$4K – 3929
2021
Q2 		$4K Buy
+49
New +$3.97K ﹤0.01% 3596
2018
Q4 		– Sell
-5,652
Closed -$441K – 4825
2018
Q3 		$441K Buy
5,652
+741
+15% +$56.5K ﹤0.01% 2392
2018
Q2 		$383K Buy
+4,911
New +$398K ﹤0.01% 2455
2018
Q1 		– Sell
-1
Closed – – 4312
2017
Q4 		$0 Hold
1
– – ﹤0.01% 4310
2017
Q3 		$0 Hold
1
– – ﹤0.01% 4303
2017
Q2 		$0 Buy
+1
New +$69 ﹤0.01% 4270
2016
Q4 		– Sell
-300
Closed -$19K – 4171
2016
Q3 		$19K Hold
300
– – ﹤0.01% 3371
2016
Q2 		$18K Hold
300
– – ﹤0.01% 3425
2016
Q1 		$17K Buy
+300
New +$16.7K ﹤0.01% 3462

Other funds holding SCJ

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal's SCJ Position: Q3 2024 in Review

Bank of Montreal sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q3 2024, closing a stake of 3,435 shares — an estimated $260K sold.

Bank of Montreal first reported a position in SCJ in Q1 2016 and held it in 15 quarters. The position peaked at $1.73M in Q4 2023. 36 funds tracked by Wall St. Rank hold SCJ as of Q3 2024.

  • Bank of Montreal reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 3,435 iShares MSCI Japan Small-Cap ETF shares in Q3 2024, an estimated $260K.
  • Bank of Montreal first reported a position in iShares MSCI Japan Small-Cap ETF in Q1 2016 and held it in 15 quarters.
  • Bank of Montreal's iShares MSCI Japan Small-Cap ETF position peaked at $1.73M in Q4 2023.
  • 36 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.