AssetMark Inc’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

AssetMark Inc’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	–	Sell	-122	Closed	-$8.53K	–	3583
2025 Q4	$8.53K	Buy	122 +24	+24%	+$1.73K	﹤0.01%	2272
2025 Q3	$7.03K	Sell	98 -19,535	-100%	-$1.45M	﹤0.01%	2233
2025 Q2	$1.52M	Buy	19,633 +19,603	+65,343%	+$1.41M	﹤0.01%	831
2025 Q1	$2.04K	Sell	30 -22,635	-100%	-$1.54M	﹤0.01%	2172
2024 Q4	$1.73M	Sell	22,665 -1,849	-8%	-$151K	﹤0.01%	747
2024 Q3	$2.11M	Buy	24,514 +24,449	+37,614%	+$2.04M	0.01%	645
2024 Q2	$5.26K	Buy	+65	New	+$4.91K	﹤0.01%	1590

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

AssetMark Inc's SMIN Position: Q1 2026 in Review

AssetMark Inc sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2026, closing a stake of 122 shares — an estimated $8.53K sold.

AssetMark Inc first reported a position in SMIN in Q2 2024 and held it in 7 quarters. The position peaked at $2.11M in Q3 2024. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

AssetMark Inc reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 122 iShares MSCI India Small-Cap ETF shares in Q1 2026, an estimated $8.53K.
AssetMark Inc first reported a position in iShares MSCI India Small-Cap ETF in Q2 2024 and held it in 7 quarters.
AssetMark Inc's iShares MSCI India Small-Cap ETF position peaked at $2.11M in Q3 2024.
110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.