Cedar Wealth Management’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Cedar Wealth 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
2024 Q1	–	Sell	-1,572	Closed	-$113K	–	354
2023 Q4	$113K	Hold	1,572	–	–	0.04%	123
2023 Q3	$107K	Hold	1,572	–	–	0.04%	125
2023 Q2	$107K	Hold	1,572	–	–	0.04%	123
2023 Q1	$107K	Buy	+1,572	New	+$104K	0.04%	119
2022 Q4	–	Sell	-1,572	Closed	-$92K	–	330
2022 Q3	$92K	Hold	1,572	–	–	0.05%	126
2022 Q2	$96K	Hold	1,572	–	–	0.04%	136
2022 Q1	$109K	Buy	1,572 +190	+14%	+$13.6K	0.04%	139
2021 Q4	$104K	Hold	1,382	–	–	0.04%	143
2021 Q3	$114K	Hold	1,382	–	–	0.05%	129
2021 Q2	$110K	Buy	1,382 +120	+10%	+$9.73K	0.05%	133
2021 Q1	$103K	Hold	1,262	–	–	0.05%	123
2020 Q4	$100K	Hold	1,262	–	–	0.05%	109
2020 Q3	$93K	Buy	1,262 +662	+110%	+$45.7K	0.06%	107
2020 Q2	$40K	Buy	+600	New	+$38.5K	0.03%	134

Other funds holding SCJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SCI

S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cedar Wealth Management's SCJ Position: Q1 2024 in Review

Cedar Wealth Management sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q1 2024, closing a stake of 1,572 shares — an estimated $113K sold.

Cedar Wealth Management first reported a position in SCJ in Q2 2020 and held it in 14 quarters. The position peaked at $114K in Q3 2021. 32 funds tracked by Wall St. Rank hold SCJ as of Q1 2024.

Cedar Wealth Management reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Cedar Wealth Management sold 1,572 iShares MSCI Japan Small-Cap ETF shares in Q1 2024, an estimated $113K.
Cedar Wealth Management first reported a position in iShares MSCI Japan Small-Cap ETF in Q2 2020 and held it in 14 quarters.
Cedar Wealth Management's iShares MSCI Japan Small-Cap ETF position peaked at $114K in Q3 2021.
32 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q1 2024.

Based on Cedar Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.