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

NewEdge 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
2024 Q1	–	Sell	-12	Closed	-$876	–	3943
2023 Q4	$876	Sell	12 -8,752	-100%	-$596K	﹤0.01%	3479
2023 Q3	$596K	Sell	8,764 -14,707	-63%	-$1.02M	0.01%	1093
2023 Q2	$1.6M	Buy	+23,471	New	+$1.61M	0.02%	672

Other funds holding SCJ

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

SCI

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

NewEdge Advisors's SCJ Position: Q1 2024 in Review

NewEdge Advisors sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q1 2024, closing a stake of 12 shares — an estimated $876 sold.

NewEdge Advisors first reported a position in SCJ in Q2 2023 and held it in 3 quarters. The position peaked at $1.6M in Q2 2023. 32 funds tracked by Wall St. Rank hold SCJ as of Q1 2024.

NewEdge Advisors reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
NewEdge Advisors sold 12 iShares MSCI Japan Small-Cap ETF shares in Q1 2024, an estimated $876.
NewEdge Advisors first reported a position in iShares MSCI Japan Small-Cap ETF in Q2 2023 and held it in 3 quarters.
NewEdge Advisors's iShares MSCI Japan Small-Cap ETF position peaked at $1.6M in Q2 2023.
32 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.