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

IFP 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
2019 Q1	–	Sell	-1,221	Closed	-$80K	–	3253
2018 Q4	$80K	Sell	1,221 -2,280	-65%	-$161K	﹤0.01%	1324
2018 Q3	$273K	Buy	3,501 +2,036	+139%	+$155K	0.01%	918
2018 Q2	$114K	Sell	1,465 -1,208	-45%	-$97.9K	﹤0.01%	1399
2018 Q1	$213K	Hold	2,673	–	–	0.01%	966
2017 Q4	$213K	Buy	+2,673	New	+$206K	0.01%	968
2017 Q1	–	Sell	-824	Closed	-$51K	–	4112
2016 Q4	$51K	Buy	824 +770	+1,426%	+$48.8K	﹤0.01%	1876
2016 Q3	$3K	Buy	+54	New	+$3.34K	﹤0.01%	3482

Other funds holding SCJ

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

VIM

VCU Investment Management Richmond, Virginia $68.6M AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

IFP Advisors's SCJ Position: Q1 2019 in Review

IFP Advisors sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q1 2019, closing a stake of 1,221 shares — an estimated $80K sold.

IFP Advisors first reported a position in SCJ in Q3 2016 and held it in 7 quarters. The position peaked at $273K in Q3 2018. 37 funds tracked by Wall St. Rank hold SCJ as of Q1 2019.

IFP Advisors reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 1,221 iShares MSCI Japan Small-Cap ETF shares in Q1 2019, an estimated $80K.
IFP Advisors first reported a position in iShares MSCI Japan Small-Cap ETF in Q3 2016 and held it in 7 quarters.
IFP Advisors's iShares MSCI Japan Small-Cap ETF position peaked at $273K in Q3 2018.
37 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.