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

Atlas Private 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
2021 Q2	–	Sell	-290	Closed	-$14K	–	330
2021 Q1	$14K	Hold	290	–	–	0.01%	283
2020 Q4	$12K	Sell	290 -58	-17%	-$2.2K	0.01%	296
2020 Q3	$12K	Sell	348 -140	-29%	-$4.63K	0.01%	302
2020 Q2	$14K	Buy	488 +1	+0.2%	+$26	0.01%	304
2020 Q1	$11K	Sell	487 -24	-5%	-$815	0.01%	307
2019 Q4	$18K	Buy	+511	New	+$18K	0.01%	303

Other funds holding SMIN

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

SAM

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

Atlas Private Wealth Management's SMIN Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q2 2021, closing a stake of 290 shares — an estimated $14K sold.

Atlas Private Wealth Management first reported a position in SMIN in Q4 2019 and held it in 6 quarters. The position peaked at $18K in Q4 2019. 56 funds tracked by Wall St. Rank hold SMIN as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares MSCI India Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 290 iShares MSCI India Small-Cap ETF shares in Q2 2021, an estimated $14K.
Atlas Private Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $18K in Q4 2019.
56 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.