Liberty Wealth Management’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-750	Closed	-$62K	–	924
2021 Q3	$62K	Hold	750	–	–	0.02%	379
2021 Q2	$60K	Hold	750	–	–	0.02%	286
2021 Q1	$59K	Hold	750	–	–	0.03%	255
2020 Q4	$59K	Hold	750	–	–	0.03%	253
2020 Q3	$55K	Buy	+750	New	+$51.8K	0.03%	215
2019 Q3	–	Sell	-750	Closed	-$51K	–	961
2019 Q2	$51K	Buy	+750	New	+$52.2K	0.04%	245

Other funds holding SCJ

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Liberty Wealth Management's SCJ Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q4 2021, closing a stake of 750 shares — an estimated $62K sold.

Liberty Wealth Management first reported a position in SCJ in Q2 2019 and held it in 6 quarters. The position peaked at $62K in Q3 2021. 24 funds tracked by Wall St. Rank hold SCJ as of Q4 2021.

Liberty Wealth Management reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 750 iShares MSCI Japan Small-Cap ETF shares in Q4 2021, an estimated $62K.
Liberty Wealth Management first reported a position in iShares MSCI Japan Small-Cap ETF in Q2 2019 and held it in 6 quarters.
Liberty Wealth Management's iShares MSCI Japan Small-Cap ETF position peaked at $62K in Q3 2021.
24 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.