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ERn Financial LLC’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

ERn Financial LLC’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 		– Sell
-22,740
Closed -$1.55M – 175
2025
Q1 		$1.55M Buy
22,740
+1,269
+6% +$86.6K 0.24% 73
2024
Q4 		$1.64M Buy
21,471
+957
+5% +$78.4K 0.25% 73
2024
Q3 		$1.76M Sell
20,514
-1,718
-8% -$143K 0.27% 69
2024
Q2 		$1.8M Sell
22,232
-4,267
-16% -$323K 0.3% 66
2024
Q1 		$1.86M Buy
26,499
+768
+3% +$55K 0.32% 62
2023
Q4 		$1.84M Buy
+25,731
New +$1.68M 0.35% 60

Other funds holding SMIN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ERn Financial LLC's SMIN Position: Q2 2025 in Review

ERn Financial LLC sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q2 2025, closing a stake of 22,740 shares — an estimated $1.55M sold.

ERn Financial LLC first reported a position in SMIN in Q4 2023 and held it in 6 quarters. The position peaked at $1.86M in Q1 2024. 140 funds tracked by Wall St. Rank hold SMIN as of Q2 2025.

  • ERn Financial LLC reported no remaining iShares MSCI India Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • ERn Financial LLC sold 22,740 iShares MSCI India Small-Cap ETF shares in Q2 2025, an estimated $1.55M.
  • ERn Financial LLC first reported a position in iShares MSCI India Small-Cap ETF in Q4 2023 and held it in 6 quarters.
  • ERn Financial LLC's iShares MSCI India Small-Cap ETF position peaked at $1.86M in Q1 2024.
  • 140 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2025.

Based on ERn Financial LLC's 13F filing for Q2 2025, filed 17 Jul 2025.