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

Calamos 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
-45,616
Closed -$3.49M – 360
2024
Q4 		$3.49M Buy
45,616
+6,612
+17% +$541K 0.17% 79
2024
Q3 		$3.35M Sell
39,004
-5,449
-12% -$455K 0.17% 88
2024
Q2 		$3.6M Buy
44,453
+3,794
+9% +$287K 0.19% 84
2024
Q1 		$2.86M Buy
40,659
+19,403
+91% +$1.39M 0.16% 92
2023
Q4 		$1.48M Buy
+21,256
New +$1.39M 0.09% 112

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

Calamos Wealth Management's SMIN Position: Q1 2025 in Review

Calamos Wealth Management sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2025, closing a stake of 45,616 shares — an estimated $3.49M sold.

Calamos Wealth Management first reported a position in SMIN in Q4 2023 and held it in 5 quarters. The position peaked at $3.6M in Q2 2024. 136 funds tracked by Wall St. Rank hold SMIN as of Q1 2025.

  • Calamos Wealth Management reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Calamos Wealth Management sold 45,616 iShares MSCI India Small-Cap ETF shares in Q1 2025, an estimated $3.49M.
  • Calamos Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q4 2023 and held it in 5 quarters.
  • Calamos Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $3.6M in Q2 2024.
  • 136 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2025.

Based on Calamos Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.