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

Primoris 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
2023
Q3 		– Sell
-4,200
Closed -$287K – 78
2023
Q2 		$287K Buy
+4,200
New +$289K 0.31% 55

Other funds holding SCJ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Primoris Wealth Advisors's SCJ Position: Q3 2023 in Review

Primoris Wealth Advisors sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q3 2023, closing a stake of 4,200 shares — an estimated $287K sold.

Primoris Wealth Advisors first reported a position in SCJ in Q2 2023 and held it in 1 quarter. The position peaked at $287K in Q2 2023. 48 funds tracked by Wall St. Rank hold SCJ as of Q3 2023.

  • Primoris Wealth Advisors reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Primoris Wealth Advisors sold 4,200 iShares MSCI Japan Small-Cap ETF shares in Q3 2023, an estimated $287K.
  • Primoris Wealth Advisors first reported a position in iShares MSCI Japan Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Primoris Wealth Advisors's iShares MSCI Japan Small-Cap ETF position peaked at $287K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q3 2023.

Based on Primoris Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.