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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
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

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Concord Wealth Partners's SMIN Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2026, closing a stake of 501 shares — an estimated $35K sold.

Concord Wealth Partners first reported a position in SMIN in Q1 2025 and held it in 4 quarters. The position peaked at $3.36M in Q1 2025. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

  • Concord Wealth Partners reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 501 iShares MSCI India Small-Cap ETF shares in Q1 2026, an estimated $35K.
  • Concord Wealth Partners first reported a position in iShares MSCI India Small-Cap ETF in Q1 2025 and held it in 4 quarters.
  • Concord Wealth Partners's iShares MSCI India Small-Cap ETF position peaked at $3.36M in Q1 2025.
  • 110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.