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Estate Planners Group’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Estate Planners Group’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
-108
Closed -$7.54K – 358
2025
Q4 		$7.54K Buy
+108
New +$7.8K ﹤0.01% 305

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

Estate Planners Group's SMIN Position: Q1 2026 in Review

Estate Planners Group sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2026, closing a stake of 108 shares — an estimated $7.54K sold.

Estate Planners Group first reported a position in SMIN in Q4 2025 and held it in 1 quarter. The position peaked at $7.54K in Q4 2025. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

  • Estate Planners Group reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 108 iShares MSCI India Small-Cap ETF shares in Q1 2026, an estimated $7.54K.
  • Estate Planners Group first reported a position in iShares MSCI India Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares MSCI India Small-Cap ETF position peaked at $7.54K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.