BC
SMIN icon

Barrett & Company’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Barrett & Company’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
Q2 		– Sell
-50
Closed -$3K – 723
2026
Q1 		$3K Hold
50
– – ﹤0.01% 559
2025
Q4 		$3.5K Hold
50
– – ﹤0.01% 554
2025
Q3 		$3.59K Hold
50
– – ﹤0.01% 546
2025
Q2 		$3.86K Hold
50
– – ﹤0.01% 551
2025
Q1 		$3.4K Hold
50
– – ﹤0.01% 523
2024
Q4 		$3.82K Hold
50
– – ﹤0.01% 522
2024
Q3 		$4.3K Buy
+50
New +$4.17K ﹤0.01% 498

Other funds holding SMIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Barrett & Company's SMIN Position: Q2 2026 in Review

Barrett & Company sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q2 2026, closing a stake of 50 shares — an estimated $3K sold.

Barrett & Company first reported a position in SMIN in Q3 2024 and held it in 7 quarters. The position peaked at $4.3K in Q3 2024. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

  • Barrett & Company reported no remaining iShares MSCI India Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Barrett & Company sold 50 iShares MSCI India Small-Cap ETF shares in Q2 2026, an estimated $3K.
  • Barrett & Company first reported a position in iShares MSCI India Small-Cap ETF in Q3 2024 and held it in 7 quarters.
  • Barrett & Company's iShares MSCI India Small-Cap ETF position peaked at $4.3K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.