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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q4 		– Sell
-1,729
Closed -$149K – 496
2024
Q3 		$149K Hold
1,729
– – 0.08% 118
2024
Q2 		$140K Hold
1,729
– – 0.08% 120
2024
Q1 		$122K Buy
+1,729
New +$124K 0.08% 129

Other funds holding SMIN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SMIN Position: Q4 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q4 2024, closing a stake of 1,729 shares — an estimated $149K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SMIN in Q1 2024 and held it in 3 quarters. The position peaked at $149K in Q3 2024. 153 funds tracked by Wall St. Rank hold SMIN as of Q4 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares MSCI India Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,729 iShares MSCI India Small-Cap ETF shares in Q4 2024, an estimated $149K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares MSCI India Small-Cap ETF in Q1 2024 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares MSCI India Small-Cap ETF position peaked at $149K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q4 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2024, filed 7 Aug 2026.