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

Cornerstone 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
2018 Q1	$468K	Buy	5,829 +547	+10%	+$44.5K	0.09%	230
2017 Q4	$434K	Buy	5,282 +295	+6%	+$22.8K	0.08%	243
2017 Q3	$368K	Buy	4,987 +757	+18%	+$54.4K	0.08%	257
2017 Q2	$291K	Buy	4,230 +1,018	+32%	+$69.9K	0.07%	293
2017 Q1	$211K	Buy	+3,212	New	+$209K	0.05%	323

Other funds holding SCJ

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VIM

VCU Investment Management Richmond, Virginia $77.1M AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

EGPO

EnTrust Global Partners Offshore New York $73.2M AUM 32.09% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cornerstone Wealth Management's SCJ Position: Q1 2018 in Review

Cornerstone Wealth Management increased its iShares MSCI Japan Small-Cap ETF (SCJ) stake by 10% in Q1 2018, buying an estimated $44.5K and bringing the position to 5,829 shares worth $468K. The position accounts for 0.09% of the portfolio, ranked #230.

Cornerstone Wealth Management first reported a position in SCJ in Q1 2017 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold SCJ as of Q1 2018.

Cornerstone Wealth Management held 5,829 shares of iShares MSCI Japan Small-Cap ETF worth $468K as of Q1 2018.
Cornerstone Wealth Management bought 547 iShares MSCI Japan Small-Cap ETF shares in Q1 2018, an estimated $44.5K.
iShares MSCI Japan Small-Cap ETF made up 0.09% of Cornerstone Wealth Management's portfolio in Q1 2018, its #230 holding.
Cornerstone Wealth Management first reported a position in iShares MSCI Japan Small-Cap ETF in Q1 2017 and has held it in 5 quarters since.
57 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.