Wealth Advisory Solutions’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Wealth Advisory Solutions’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 Q3	$267K	Hold	3,250	–	–	0.06%	145
2021 Q2	$260K	Buy	+3,250	New	+$263K	0.06%	144
2021 Q1	–	Sell	-3,250	Closed	-$256K	–	188
2020 Q4	$256K	Hold	3,250	–	–	0.07%	136
2020 Q3	$238K	Hold	3,250	–	–	0.06%	161
2020 Q2	$216K	Buy	+3,250	New	+$209K	0.06%	169

Other funds holding SCJ

Jane Street New York $777B AUM 61.18% 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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Wealth Advisory Solutions's SCJ Position: Q3 2021 in Review

Wealth Advisory Solutions held its iShares MSCI Japan Small-Cap ETF (SCJ) position steady in Q3 2021 at 3,250 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #145.

Wealth Advisory Solutions first reported a position in SCJ in Q2 2020 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold SCJ as of Q3 2021.

Wealth Advisory Solutions held 3,250 shares of iShares MSCI Japan Small-Cap ETF worth $267K as of Q3 2021.
Wealth Advisory Solutions left its iShares MSCI Japan Small-Cap ETF share count unchanged in Q3 2021.
iShares MSCI Japan Small-Cap ETF made up 0.06% of Wealth Advisory Solutions's portfolio in Q3 2021, its #145 holding.
Wealth Advisory Solutions first reported a position in iShares MSCI Japan Small-Cap ETF in Q2 2020 and has held it in 5 quarters since.
28 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.