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

Navigation 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
2022
Q1 		– Sell
-6,113
Closed -$460K – 63
2021
Q4 		$460K Buy
+6,113
New +$479K 0.43% 3
2021
Q2 		– Sell
-2,620
Closed -$214K – 84
2021
Q1 		$214K Buy
+2,620
New +$212K 0.22% 7

Other funds holding SCJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Navigation Wealth Management's SCJ Position: Q1 2022 in Review

Navigation Wealth Management sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q1 2022, closing a stake of 6,113 shares — an estimated $460K sold.

Navigation Wealth Management first reported a position in SCJ in Q1 2021 and held it in 2 quarters. The position peaked at $460K in Q4 2021. 22 funds tracked by Wall St. Rank hold SCJ as of Q1 2022.

  • Navigation Wealth Management reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 6,113 iShares MSCI Japan Small-Cap ETF shares in Q1 2022, an estimated $460K.
  • Navigation Wealth Management first reported a position in iShares MSCI Japan Small-Cap ETF in Q1 2021 and held it in 2 quarters.
  • Navigation Wealth Management's iShares MSCI Japan Small-Cap ETF position peaked at $460K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q1 2022.

Based on Navigation Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.