Copia Wealth Management’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Copia Wealth 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
2026 Q2	$707	Hold	10	–	–	﹤0.01%	522
2026 Q1	$600	Hold	10	–	–	﹤0.01%	494
2025 Q4	$699	Sell	10 -176	-95%	-$12.7K	﹤0.01%	486
2025 Q3	$13.3K	Sell	186 -57	-23%	-$4.24K	0.01%	294
2025 Q2	$18.8K	Buy	243 +67	+38%	+$4.82K	0.02%	243
2025 Q1	$12K	Sell	176 -131	-43%	-$8.94K	0.01%	259
2024 Q4	$23.5K	Buy	+307	New	+$25.1K	0.02%	197

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

Copia Wealth Management's SMIN Position: Q2 2026 in Review

Copia Wealth Management held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q2 2026 at 10 shares worth $707. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Copia Wealth Management first reported a position in SMIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.5K in Q4 2024. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

Copia Wealth Management held 10 shares of iShares MSCI India Small-Cap ETF worth $707 as of Q2 2026.
Copia Wealth Management left its iShares MSCI India Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #522 holding.
Copia Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $23.5K in Q4 2024.
116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.