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Atria Wealth Solutions’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-17,436
Closed -$1.33M – 2063
2024
Q4 		$1.33M Sell
17,436
-2,482
-12% -$203K 0.01% 811
2024
Q3 		$1.71M Buy
19,918
+1,929
+11% +$161K 0.02% 694
2024
Q2 		$1.45M Sell
17,989
-5,349
-23% -$404K 0.02% 742
2024
Q1 		$1.64M Buy
23,338
+9,302
+66% +$666K 0.02% 699
2023
Q4 		$980K Buy
+14,036
New +$919K 0.01% 872

Other funds holding SMIN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atria Wealth Solutions's SMIN Position: Q1 2025 in Review

Atria Wealth Solutions sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2025, closing a stake of 17,436 shares — an estimated $1.33M sold.

Atria Wealth Solutions first reported a position in SMIN in Q4 2023 and held it in 5 quarters. The position peaked at $1.71M in Q3 2024. 136 funds tracked by Wall St. Rank hold SMIN as of Q1 2025.

  • Atria Wealth Solutions reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 17,436 iShares MSCI India Small-Cap ETF shares in Q1 2025, an estimated $1.33M.
  • Atria Wealth Solutions first reported a position in iShares MSCI India Small-Cap ETF in Q4 2023 and held it in 5 quarters.
  • Atria Wealth Solutions's iShares MSCI India Small-Cap ETF position peaked at $1.71M in Q3 2024.
  • 136 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.