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 Q3	–	Sell	-2,860	Closed	-$202K	–	74
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 $468B AUM 17.69% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Capital Management's SMIN Position: Q3 2026 in Review

Capital Management sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q3 2026, closing a stake of 2,860 shares — an estimated $202K sold.

Capital Management first reported a position in SMIN in Q4 2019 and held it in 23 quarters. The position peaked at $447K in Q3 2024. 54 funds tracked by Wall St. Rank hold SMIN as of Q3 2026.

Capital Management reported no remaining iShares MSCI India Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Capital Management sold 2,860 iShares MSCI India Small-Cap ETF shares in Q3 2026, an estimated $202K.
Capital Management first reported a position in iShares MSCI India Small-Cap ETF in Q4 2019 and held it in 23 quarters.
Capital Management's iShares MSCI India Small-Cap ETF position peaked at $447K in Q3 2024.
54 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q3 2026.

Based on Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.