Concord Wealth Partners’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Concord Wealth Partners’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	$849	Buy	+12	New	+$800	﹤0.01%	786
2026 Q1	–	Sell	-501	Closed	-$35K	–	690
2025 Q4	$35K	Sell	501 -759	-60%	-$54.8K	﹤0.01%	373
2025 Q3	$90.4K	Sell	1,260 -37,301	-97%	-$2.77M	0.01%	265
2025 Q2	$2.98M	Sell	38,561 -10,713	-22%	-$771K	0.43%	51
2025 Q1	$3.36M	Buy	+49,274	New	+$3.36M	0.55%	44

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

Concord Wealth Partners's SMIN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares MSCI India Small-Cap ETF (SMIN) in Q2 2026: 12 shares worth $849. The stake represents ﹤0.01% of the portfolio and ranks #786 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SMIN as recently as Q4 2025.

Concord Wealth Partners first reported a position in SMIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.36M in Q1 2025. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

Concord Wealth Partners held 12 shares of iShares MSCI India Small-Cap ETF worth $849 as of Q2 2026.
iShares MSCI India Small-Cap ETF was a new Concord Wealth Partners position in Q2 2026.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #786 holding.
Concord Wealth Partners first reported a position in iShares MSCI India Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
Concord Wealth Partners's iShares MSCI India Small-Cap ETF position peaked at $3.36M in Q1 2025.
116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.