Calton & Associates’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Calton & Associates’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 Q1	–	Sell	-2,917	Closed	-$204K	–	486
2025 Q4	$204K	Sell	2,917 -3,432	-54%	-$248K	0.03%	426
2025 Q3	$455K	Sell	6,349 -1,346	-17%	-$100K	0.07%	250
2025 Q2	$594K	Sell	7,695 -1,116	-13%	-$80.3K	0.1%	185
2025 Q1	$600K	Buy	8,811 +4,743	+117%	+$324K	0.14%	144
2024 Q4	$311K	Sell	4,068 -3,462	-46%	-$284K	0.14%	147
2024 Q3	$648K	Buy	7,530 +3,210	+74%	+$268K	0.25%	98
2024 Q2	$349K	Buy	4,320 +245	+6%	+$18.5K	0.17%	119
2024 Q1	$286K	Buy	+4,075	New	+$292K	0.14%	140

Other funds holding SMIN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Calton & Associates's SMIN Position: Q1 2026 in Review

Calton & Associates sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2026, closing a stake of 2,917 shares — an estimated $204K sold.

Calton & Associates first reported a position in SMIN in Q1 2024 and held it in 8 quarters. The position peaked at $648K in Q3 2024. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

Calton & Associates reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Calton & Associates sold 2,917 iShares MSCI India Small-Cap ETF shares in Q1 2026, an estimated $204K.
Calton & Associates first reported a position in iShares MSCI India Small-Cap ETF in Q1 2024 and held it in 8 quarters.
Calton & Associates's iShares MSCI India Small-Cap ETF position peaked at $648K in Q3 2024.
110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.