CWMGP
SMIN icon

Capstone Wealth Management Group (Pennsylvania)’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
-11,576
Closed -$885K – 76
2024
Q4 		$885K Buy
11,576
+771
+7% +$63.1K 0.47% 48
2024
Q3 		$929K Buy
10,805
+50
+0.5% +$4.17K 0.55% 44
2024
Q2 		$870K Sell
10,755
-155
-1% -$11.7K 0.57% 43
2024
Q1 		$767K Buy
+10,910
New +$781K 0.55% 45

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

Capstone Wealth Management Group (Pennsylvania)'s SMIN Position: Q1 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2025, closing a stake of 11,576 shares — an estimated $885K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SMIN in Q1 2024 and held it in 4 quarters. The position peaked at $929K in Q3 2024. 136 funds tracked by Wall St. Rank hold SMIN as of Q1 2025.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 11,576 iShares MSCI India Small-Cap ETF shares in Q1 2025, an estimated $885K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in iShares MSCI India Small-Cap ETF in Q1 2024 and held it in 4 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s iShares MSCI India Small-Cap ETF position peaked at $929K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2025, filed 28 Apr 2025.