BCWM
SMIN icon

Bartlett & Co Wealth Management’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Bartlett & Co 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
2025
Q1 		– Sell
-50
Closed -$3.82K – 1264
2024
Q4 		$3.82K Hold
50
– – ﹤0.01% 998
2024
Q3 		$4.3K Hold
50
– – ﹤0.01% 986
2024
Q2 		$4.04K Buy
+50
New +$3.78K ﹤0.01% 1004

Other funds holding SMIN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bartlett & Co Wealth Management's SMIN Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2025, closing a stake of 50 shares — an estimated $3.82K sold.

Bartlett & Co Wealth Management first reported a position in SMIN in Q2 2024 and held it in 3 quarters. The position peaked at $4.3K in Q3 2024. 136 funds tracked by Wall St. Rank hold SMIN as of Q1 2025.

  • Bartlett & Co Wealth Management reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 50 iShares MSCI India Small-Cap ETF shares in Q1 2025, an estimated $3.82K.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q2 2024 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $4.3K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.