Carson Wealth (CWM LLC)’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Carson Wealth (CWM LLC)’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	$3K	Hold	50	–	–	﹤0.01%	5184
2025 Q4	$3K	Hold	50	–	–	﹤0.01%	5014
2025 Q3	$4K	Sell	50 -7	-12%	-$520	﹤0.01%	4849
2025 Q2	$4K	Hold	57	–	–	﹤0.01%	4712
2025 Q1	$4K	Sell	57 -6	-10%	-$409	﹤0.01%	4569
2024 Q4	$5K	Buy	63 +50	+385%	+$4.09K	﹤0.01%	4240
2024 Q3	$1K	Buy	+13	New	+$1.08K	﹤0.01%	4709
2023 Q4	–	Sell	-68	Closed	-$4K	–	4488
2023 Q3	$4K	Hold	68	–	–	﹤0.01%	3598
2023 Q2	$4K	Hold	68	–	–	﹤0.01%	3565
2023 Q1	$3K	Hold	68	–	–	﹤0.01%	3566
2022 Q4	$4K	Buy	68 +28	+70%	+$1.49K	﹤0.01%	3331
2022 Q3	$2K	Buy	+40	New	+$2.13K	﹤0.01%	3534

Other funds holding SMIN

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

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.89T AUM 35.08% 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

Carson Wealth (CWM LLC)'s SMIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q1 2026 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #5184.

Carson Wealth (CWM LLC) first reported a position in SMIN in Q3 2022 and has held it in 12 quarters since. The position peaked at $5K in Q4 2024. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

Carson Wealth (CWM LLC) held 50 shares of iShares MSCI India Small-Cap ETF worth $3K as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares MSCI India Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5184 holding.
Carson Wealth (CWM LLC) first reported a position in iShares MSCI India Small-Cap ETF in Q3 2022 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s iShares MSCI India Small-Cap ETF position peaked at $5K in Q4 2024.
110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.