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 Q3	$826	Hold	12	–	–	﹤0.01%	741
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 $468B AUM 17.69% 1-Year Est. Return

Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Concord Wealth Partners's SMIN Position: Q3 2026 in Review

Concord Wealth Partners held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q3 2026 at 12 shares worth $826. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Concord Wealth Partners first reported a position in SMIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.36M in Q1 2025. 81 funds tracked by Wall St. Rank hold SMIN as of Q3 2026.

Concord Wealth Partners held 12 shares of iShares MSCI India Small-Cap ETF worth $826 as of Q3 2026.
Concord Wealth Partners left its iShares MSCI India Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #741 holding.
Concord Wealth Partners first reported a position in iShares MSCI India Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Concord Wealth Partners's iShares MSCI India Small-Cap ETF position peaked at $3.36M in Q1 2025.
81 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.