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

Intercontinental Wealth 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
2020 Q1	–	Sell	-1,700	Closed	-$125K	–	281
2019 Q4	$125K	Hold	1,700	–	–	0.1%	139
2019 Q3	$122K	Sell	1,700 -275	-14%	-$19K	0.08%	156
2019 Q2	$135K	Hold	1,975	–	–	0.07%	148
2019 Q1	$140K	Hold	1,975	–	–	0.07%	149
2018 Q4	$129K	Buy	+1,975	New	+$140K	0.07%	148

Other funds holding SCJ

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

VIM

VCU Investment Management Richmond, Virginia $68.6M AUM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Intercontinental Wealth Advisors's SCJ Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q1 2020, closing a stake of 1,700 shares — an estimated $125K sold.

Intercontinental Wealth Advisors first reported a position in SCJ in Q4 2018 and held it in 5 quarters. The position peaked at $140K in Q1 2019. 26 funds tracked by Wall St. Rank hold SCJ as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 1,700 iShares MSCI Japan Small-Cap ETF shares in Q1 2020, an estimated $125K.
Intercontinental Wealth Advisors first reported a position in iShares MSCI Japan Small-Cap ETF in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's iShares MSCI Japan Small-Cap ETF position peaked at $140K in Q1 2019.
26 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.