Cavalier Investments’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Cavalier Investments’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 Q3	–	Sell	-46,242	Closed	-$3.61M	–	180
2018 Q2	$3.61M	Buy	46,242 +2,803	+6%	+$227K	1.22%	17
2018 Q1	$3.56M	Buy	+43,439	New	+$3.53M	1.26%	9
2017 Q4	–	Sell	-36,150	Closed	-$2.68M	–	169
2017 Q3	$2.68M	Buy	+36,150	New	+$2.6M	1.29%	22

Other funds holding SCJ

VIM

VCU Investment Management Richmond, Virginia $68.6M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Cavalier Investments's SCJ Position: Q3 2018 in Review

Cavalier Investments sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q3 2018, closing a stake of 46,242 shares — an estimated $3.61M sold.

Cavalier Investments first reported a position in SCJ in Q3 2017 and held it in 3 quarters. The position peaked at $3.61M in Q2 2018. 55 funds tracked by Wall St. Rank hold SCJ as of Q3 2018.

Cavalier Investments reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
Cavalier Investments sold 46,242 iShares MSCI Japan Small-Cap ETF shares in Q3 2018, an estimated $3.61M.
Cavalier Investments first reported a position in iShares MSCI Japan Small-Cap ETF in Q3 2017 and held it in 3 quarters.
Cavalier Investments's iShares MSCI Japan Small-Cap ETF position peaked at $3.61M in Q2 2018.
55 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q3 2018.

Based on Cavalier Investments's 13F filing for Q3 2018, filed 13 Nov 2018.