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Fortis Group Advisors’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Fortis Group Advisors’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
2023
Q3 		– Sell
-16,497
Closed -$1.13M – 467
2023
Q2 		$1.13M Buy
+16,497
New +$1.13M 0.3% 51

Other funds holding SCJ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Fortis Group Advisors's SCJ Position: Q3 2023 in Review

Fortis Group Advisors sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q3 2023, closing a stake of 16,497 shares — an estimated $1.13M sold.

Fortis Group Advisors first reported a position in SCJ in Q2 2023 and held it in 1 quarter. The position peaked at $1.13M in Q2 2023. 48 funds tracked by Wall St. Rank hold SCJ as of Q3 2023.

  • Fortis Group Advisors reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Fortis Group Advisors sold 16,497 iShares MSCI Japan Small-Cap ETF shares in Q3 2023, an estimated $1.13M.
  • Fortis Group Advisors first reported a position in iShares MSCI Japan Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Fortis Group Advisors's iShares MSCI Japan Small-Cap ETF position peaked at $1.13M in Q2 2023.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q3 2023.

Based on Fortis Group Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.