Foundations Investment Advisors’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Foundations Investment 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
2024 Q1	–	Sell	-3,631	Closed	-$262K	–	746
2023 Q4	$262K	Sell	3,631 -3,258	-47%	-$222K	0.01%	585
2023 Q3	$468K	Buy	+6,889	New	+$479K	0.01%	398

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

Foundations Investment Advisors's SCJ Position: Q1 2024 in Review

Foundations Investment Advisors sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q1 2024, closing a stake of 3,631 shares — an estimated $262K sold.

Foundations Investment Advisors first reported a position in SCJ in Q3 2023 and held it in 2 quarters. The position peaked at $468K in Q3 2023. 32 funds tracked by Wall St. Rank hold SCJ as of Q1 2024.

Foundations Investment Advisors reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Foundations Investment Advisors sold 3,631 iShares MSCI Japan Small-Cap ETF shares in Q1 2024, an estimated $262K.
Foundations Investment Advisors first reported a position in iShares MSCI Japan Small-Cap ETF in Q3 2023 and held it in 2 quarters.
Foundations Investment Advisors's iShares MSCI Japan Small-Cap ETF position peaked at $468K in Q3 2023.
32 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.