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

Glovista 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
2016 Q4	–	Sell	-3,559	Closed	-$230K	–	100
2016 Q3	$230K	Sell	3,559 -17,577	-83%	-$1.09M	0.04%	80
2016 Q2	$1.27M	Buy	+21,136	New	+$1.26M	0.23%	35

Other funds holding SCJ

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

SCI

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Glovista Investments's SCJ Position: Q4 2016 in Review

Glovista Investments sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q4 2016, closing a stake of 3,559 shares — an estimated $230K sold.

Glovista Investments first reported a position in SCJ in Q2 2016 and held it in 2 quarters. The position peaked at $1.27M in Q2 2016. 33 funds tracked by Wall St. Rank hold SCJ as of Q4 2016.

Glovista Investments reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q4 2016 after selling out during the quarter.
Glovista Investments sold 3,559 iShares MSCI Japan Small-Cap ETF shares in Q4 2016, an estimated $230K.
Glovista Investments first reported a position in iShares MSCI Japan Small-Cap ETF in Q2 2016 and held it in 2 quarters.
Glovista Investments's iShares MSCI Japan Small-Cap ETF position peaked at $1.27M in Q2 2016.
33 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q4 2016.

Based on Glovista Investments's 13F filing for Q4 2016, filed 13 Feb 2017.