CAPTRUST Financial Advisors’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

CAPTRUST Financial Advisors’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	$399K	Buy	+5,642	New	+$376K	﹤0.01%	2343
2022 Q1	–	Sell	-90	Closed	-$5K	–	5109
2021 Q4	$5K	Sell	90 -85	-49%	-$5.16K	﹤0.01%	4093
2021 Q3	$11K	Buy	+175	New	+$10K	﹤0.01%	3560
2019 Q4	–	Sell	-204	Closed	-$7K	–	1672
2019 Q3	$7K	Hold	204	–	–	﹤0.01%	1601
2019 Q2	$8K	Buy	+204	New	+$7.98K	﹤0.01%	1559

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

CAPTRUST Financial Advisors's SMIN Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in iShares MSCI India Small-Cap ETF (SMIN) in Q2 2026: 5,642 shares worth $399K. The stake represents ﹤0.01% of the portfolio and ranks #2343 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in SMIN as recently as Q4 2021.

CAPTRUST Financial Advisors first reported a position in SMIN in Q2 2019 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

CAPTRUST Financial Advisors held 5,642 shares of iShares MSCI India Small-Cap ETF worth $399K as of Q2 2026.
iShares MSCI India Small-Cap ETF was a new CAPTRUST Financial Advisors position in Q2 2026.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2343 holding.
CAPTRUST Financial Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q2 2019 and has held it in 5 quarters since.
116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.