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Yoffe Investment Management’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Yoffe Investment 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
2026
Q2 		$593K Hold
5,630
– – 0.68% 55
2026
Q1 		$547K Hold
5,630
– – 0.7% 55
2025
Q4 		$517K Hold
5,630
– – 0.66% 57
2025
Q3 		$518K Hold
5,630
– – 0.67% 56
2025
Q2 		$478K Hold
5,630
– – 0.65% 56
2025
Q1 		$432K Hold
5,630
– – 0.63% 58
2024
Q4 		$412K Buy
+5,630
New +$421K 0.61% 60

Other funds holding SCJ

SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.73B AUM 26.69% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Yoffe Investment Management's SCJ Position: Q2 2026 in Review

Yoffe Investment Management held its iShares MSCI Japan Small-Cap ETF (SCJ) position steady in Q2 2026 at 5,630 shares worth $593K. The position accounts for 0.68% of the portfolio, ranked #55.

Yoffe Investment Management first reported a position in SCJ in Q4 2024 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold SCJ as of Q2 2026.

  • Yoffe Investment Management held 5,630 shares of iShares MSCI Japan Small-Cap ETF worth $593K as of Q2 2026.
  • Yoffe Investment Management left its iShares MSCI Japan Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI Japan Small-Cap ETF made up 0.68% of Yoffe Investment Management's portfolio in Q2 2026, its #55 holding.
  • Yoffe Investment Management first reported a position in iShares MSCI Japan Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.