AE Wealth Management’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

AE Wealth 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
2026 Q1	$7.34K	Hold	122	–	–	﹤0.01%	2317
2025 Q4	$8.56K	Hold	122	–	–	﹤0.01%	2157
2025 Q3	$8.75K	Hold	122	–	–	﹤0.01%	2015
2025 Q2	$9.42K	Buy	122 +85	+230%	+$6.12K	﹤0.01%	1885
2025 Q1	$2.52K	Hold	37	–	–	﹤0.01%	2017
2024 Q4	$2.83K	Buy	+37	New	+$3.03K	﹤0.01%	1975
2023 Q1	–	Sell	-11,252	Closed	-$582K	–	1993
2022 Q4	$582K	Buy	11,252 +519	+5%	+$27.6K	﹤0.01%	1230
2022 Q3	$565K	Buy	10,733 +94	+0.9%	+$5K	﹤0.01%	1190
2022 Q2	$519K	Sell	10,639 -447	-4%	-$23.7K	﹤0.01%	1185
2022 Q1	$622K	Buy	11,086 +210	+2%	+$12.1K	﹤0.01%	1120
2021 Q4	$656K	Sell	10,876 -204	-2%	-$12.4K	﹤0.01%	1144
2021 Q3	$666K	Buy	11,080 +725	+7%	+$41.6K	0.01%	1032
2021 Q2	$565K	Buy	10,355 +1,801	+21%	+$91.7K	﹤0.01%	1104
2021 Q1	$419K	Buy	+8,554	New	+$400K	﹤0.01%	1103

Other funds holding SMIN

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

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

AE Wealth Management's SMIN Position: Q1 2026 in Review

AE Wealth Management held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q1 2026 at 122 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

AE Wealth Management first reported a position in SMIN in Q1 2021 and has held it in 14 quarters since. The position peaked at $666K in Q3 2021. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

AE Wealth Management held 122 shares of iShares MSCI India Small-Cap ETF worth $7.34K as of Q1 2026.
AE Wealth Management left its iShares MSCI India Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2317 holding.
AE Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q1 2021 and has held it in 14 quarters since.
AE Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $666K in Q3 2021.
110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.