DHK Financial Advisors’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

DHK Financial Advisors’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
2025 Q2	$1.32M	Hold	17,102	–	–	0.76%	29
2025 Q1	$1.16M	Hold	17,102	–	–	0.64%	33
2024 Q4	$1.31M	Sell	17,102 -1,252	-7%	-$103K	0.79%	31
2024 Q3	$1.58M	Hold	18,354	–	–	0.97%	21
2024 Q2	$1.48M	Hold	18,354	–	–	1.04%	20
2024 Q1	$1.29M	Buy	+18,354	New	+$1.31M	0.91%	33

Other funds holding SMIN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DHK Financial Advisors's SMIN Position: Q2 2025 in Review

DHK Financial Advisors held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q2 2025 at 17,102 shares worth $1.32M. The position accounts for 0.76% of the portfolio, ranked #29.

DHK Financial Advisors first reported a position in SMIN in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.58M in Q3 2024. 140 funds tracked by Wall St. Rank hold SMIN as of Q2 2025.

DHK Financial Advisors held 17,102 shares of iShares MSCI India Small-Cap ETF worth $1.32M as of Q2 2025.
DHK Financial Advisors left its iShares MSCI India Small-Cap ETF share count unchanged in Q2 2025.
iShares MSCI India Small-Cap ETF made up 0.76% of DHK Financial Advisors's portfolio in Q2 2025, its #29 holding.
DHK Financial Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q1 2024 and has held it in 6 quarters since.
DHK Financial Advisors's iShares MSCI India Small-Cap ETF position peaked at $1.58M in Q3 2024.
140 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.