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

Capital 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
2026 Q2	$202K	Buy	+2,860	New	+$191K	0.03%	72
2026 Q1	–	Sell	-5,200	Closed	-$364K	–	75
2025 Q4	$364K	Hold	5,200	–	–	0.06%	51
2025 Q3	$373K	Hold	5,200	–	–	0.06%	52
2025 Q2	$401K	Hold	5,200	–	–	0.07%	53
2025 Q1	$354K	Hold	5,200	–	–	0.06%	55
2024 Q4	$398K	Hold	5,200	–	–	0.07%	54
2024 Q3	$447K	Hold	5,200	–	–	0.08%	51
2024 Q2	$421K	Hold	5,200	–	–	0.08%	50
2024 Q1	$365K	Hold	5,200	–	–	0.07%	55
2023 Q4	$363K	Hold	5,200	–	–	0.07%	53
2023 Q3	$328K	Hold	5,200	–	–	0.07%	53
2023 Q2	$302K	Hold	5,200	–	–	0.06%	55
2023 Q1	$259K	Hold	5,200	–	–	0.06%	57
2022 Q4	$269K	Hold	5,200	–	–	0.07%	60
2022 Q3	$274K	Hold	5,200	–	–	0.08%	59
2022 Q2	$254K	Hold	5,200	–	–	0.06%	62
2022 Q1	$292K	Hold	5,200	–	–	0.06%	62
2021 Q4	$314K	Hold	5,200	–	–	0.07%	68
2021 Q3	$313K	Hold	5,200	–	–	0.07%	66
2021 Q2	$284K	Hold	5,200	–	–	0.06%	69
2021 Q1	$255K	Hold	5,200	–	–	0.06%	69
2020 Q4	$220K	Buy	+5,200	New	+$197K	0.06%	70
2020 Q1	–	Sell	-6,700	Closed	-$241K	–	87
2019 Q4	$241K	Buy	+6,700	New	+$237K	0.06%	74

Other funds holding SMIN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Capital Management's SMIN Position: Q2 2026 in Review

Capital Management opened a new position in iShares MSCI India Small-Cap ETF (SMIN) in Q2 2026: 2,860 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #72 among its holdings. This is a return to the name: Capital Management previously reported a position in SMIN as recently as Q4 2025.

Capital Management first reported a position in SMIN in Q4 2019 and has held it in 23 quarters since. The position peaked at $447K in Q3 2024. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

Capital Management held 2,860 shares of iShares MSCI India Small-Cap ETF worth $202K as of Q2 2026.
iShares MSCI India Small-Cap ETF was a new Capital Management position in Q2 2026.
iShares MSCI India Small-Cap ETF made up 0.03% of Capital Management's portfolio in Q2 2026, its #72 holding.
Capital Management first reported a position in iShares MSCI India Small-Cap ETF in Q4 2019 and has held it in 23 quarters since.
Capital Management's iShares MSCI India Small-Cap ETF position peaked at $447K in Q3 2024.
116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.