3EDGE Asset Management’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

3EDGE Asset Management’s Portfolio SMIN Stock Details SMIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-54,501	Closed	-$4.69M	–	96
2024 Q3	$4.69M	Buy	54,501 +13,865	+34%	+$1.16M	0.33%	20
2024 Q2	$3.29M	Buy	40,636 +12,747	+46%	+$964K	0.26%	22
2024 Q1	$1.96M	Sell	27,889 -2,489	-8%	-$178K	0.15%	30
2023 Q4	$2.12M	Buy	+30,378	New	+$1.99M	0.16%	24
2018 Q1	–	Sell	-72,500	Closed	-$3.81M	–	30
2017 Q4	$3.81M	Buy	72,500 +600	+0.8%	+$29.5K	0.43%	28
2017 Q3	$3.29M	Buy	71,900 +2,500	+4%	+$115K	0.52%	24
2017 Q2	$3.08M	Buy	+69,400	New	+$3.07M	0.46%	25

Other funds holding SMIN

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

3EDGE Asset Management's SMIN Position: Q4 2024 in Review

3EDGE Asset Management sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q4 2024, closing a stake of 54,501 shares — an estimated $4.69M sold.

3EDGE Asset Management first reported a position in SMIN in Q2 2017 and held it in 7 quarters. The position peaked at $4.69M in Q3 2024. 153 funds tracked by Wall St. Rank hold SMIN as of Q4 2024.

3EDGE Asset Management reported no remaining iShares MSCI India Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
3EDGE Asset Management sold 54,501 iShares MSCI India Small-Cap ETF shares in Q4 2024, an estimated $4.69M.
3EDGE Asset Management first reported a position in iShares MSCI India Small-Cap ETF in Q2 2017 and held it in 7 quarters.
3EDGE Asset Management's iShares MSCI India Small-Cap ETF position peaked at $4.69M in Q3 2024.
153 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q4 2024.

Based on 3EDGE Asset Management's 13F filing for Q4 2024, filed 31 Jan 2025.