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Avantax Advisory Services’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Avantax Advisory Services’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
Q2 		– Sell
-3,097
Closed -$218K – 2128
2024
Q1 		$218K Sell
3,097
-320
-9% -$22.9K ﹤0.01% 1498
2023
Q4 		$238K Sell
3,417
-39
-1% -$2.55K ﹤0.01% 1366
2023
Q3 		$218K Buy
+3,456
New +$212K ﹤0.01% 1378

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Franklin Resources
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Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Avantax Advisory Services's SMIN Position: Q2 2024 in Review

Avantax Advisory Services sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q2 2024, closing a stake of 3,097 shares — an estimated $218K sold.

Avantax Advisory Services first reported a position in SMIN in Q3 2023 and held it in 3 quarters. The position peaked at $238K in Q4 2023. 150 funds tracked by Wall St. Rank hold SMIN as of Q2 2024.

  • Avantax Advisory Services reported no remaining iShares MSCI India Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 3,097 iShares MSCI India Small-Cap ETF shares in Q2 2024, an estimated $218K.
  • Avantax Advisory Services first reported a position in iShares MSCI India Small-Cap ETF in Q3 2023 and held it in 3 quarters.
  • Avantax Advisory Services's iShares MSCI India Small-Cap ETF position peaked at $238K in Q4 2023.
  • 150 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.