Creative Planning
SMIN icon

Creative Planning’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Creative Planning’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 		$540K Buy
7,634
+2,135
+39% +$142K ﹤0.01% 3127
2026
Q1 		$330K Sell
5,499
-3,190
-37% -$208K ﹤0.01% 3350
2025
Q4 		$607K Buy
8,689
+103
+1% +$7.43K ﹤0.01% 2670
2025
Q3 		$616K Buy
8,586
+202
+2% +$15K ﹤0.01% 2548
2025
Q2 		$647K Buy
8,384
+99
+1% +$7.12K ﹤0.01% 2239
2025
Q1 		$564K Buy
8,285
+390
+5% +$26.6K ﹤0.01% 2177
2024
Q4 		$604K Buy
7,895
+57
+0.7% +$4.67K ﹤0.01% 2053
2024
Q3 		$674K Sell
7,838
-219
-3% -$18.3K ﹤0.01% 1843
2024
Q2 		$652K Buy
+8,057
New +$609K ﹤0.01% 1739
2018
Q3 		– Sell
-12,800
Closed -$538K – 2162
2018
Q2 		$538K Buy
12,800
+3,221
+34% +$149K ﹤0.01% 1032
2018
Q1 		$455K Buy
9,579
+3,176
+50% +$160K ﹤0.01% 1128
2017
Q4 		$337K Hold
6,403
– – ﹤0.01% 1294
2017
Q3 		$293K Buy
6,403
+923
+17% +$42.4K ﹤0.01% 1340
2017
Q2 		$243K Buy
5,480
+480
+10% +$21.2K ﹤0.01% 1404
2017
Q1 		$210K Hold
5,000
– – ﹤0.01% 1460
2016
Q4 		$163K Buy
5,000
+2,000
+67% +$70K ﹤0.01% 1527
2016
Q3 		$110K Hold
3,000
– – ﹤0.01% 1786
2016
Q2 		$100K Hold
3,000
– – ﹤0.01% 1680
2016
Q1 		$92K Buy
3,000
+2,000
+200% +$58.4K ﹤0.01% 1684
2015
Q4 		$33K Buy
+1,000
New +$33.3K ﹤0.01% 2452

Other funds holding SMIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
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
EI
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
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Creative Planning's SMIN Position: Q2 2026 in Review

Creative Planning increased its iShares MSCI India Small-Cap ETF (SMIN) stake by 39% in Q2 2026, buying an estimated $142K and bringing the position to 7,634 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #3127.

Creative Planning first reported a position in SMIN in Q4 2015 and has held it in 20 quarters since. The position peaked at $674K in Q3 2024. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

  • Creative Planning held 7,634 shares of iShares MSCI India Small-Cap ETF worth $540K as of Q2 2026.
  • Creative Planning bought 2,135 iShares MSCI India Small-Cap ETF shares in Q2 2026, an estimated $142K.
  • iShares MSCI India Small-Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3127 holding.
  • Creative Planning first reported a position in iShares MSCI India Small-Cap ETF in Q4 2015 and has held it in 20 quarters since.
  • Creative Planning's iShares MSCI India Small-Cap ETF position peaked at $674K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.