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

Evermay 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
2025
Q1 		– Sell
-10
Closed -$791 – 605
2024
Q4 		$791 Buy
+10
New +$819 ﹤0.01% 532

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Evermay Wealth Management's SMIN Position: Q1 2025 in Review

Evermay Wealth Management sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2025, closing a stake of 10 shares — an estimated $791 sold.

Evermay Wealth Management first reported a position in SMIN in Q4 2024 and held it in 1 quarter. The position peaked at $791 in Q4 2024. 136 funds tracked by Wall St. Rank hold SMIN as of Q1 2025.

  • Evermay Wealth Management reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 10 iShares MSCI India Small-Cap ETF shares in Q1 2025, an estimated $791.
  • Evermay Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Evermay Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $791 in Q4 2024.
  • 136 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.