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

Coldstream 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
2025
Q2 		– Sell
-84
Closed -$5.72K – 3012
2025
Q1 		$5.72K Buy
+84
New +$5.73K ﹤0.01% 2630

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coldstream Capital Management's SMIN Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q2 2025, closing a stake of 84 shares — an estimated $5.72K sold.

Coldstream Capital Management first reported a position in SMIN in Q1 2025 and held it in 1 quarter. The position peaked at $5.72K in Q1 2025. 140 funds tracked by Wall St. Rank hold SMIN as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares MSCI India Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 84 iShares MSCI India Small-Cap ETF shares in Q2 2025, an estimated $5.72K.
  • Coldstream Capital Management first reported a position in iShares MSCI India Small-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares MSCI India Small-Cap ETF position peaked at $5.72K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.