BFC Planning, Inc.’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

BFC Planning, 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
2026 Q2	$212	Hold	3	–	–	﹤0.01%	3318
2026 Q1	$180	Sell	3 -805	-100%	-$52.6K	﹤0.01%	2933
2025 Q4	$56.5K	Sell	808 -1,230	-60%	-$88.8K	﹤0.01%	1317
2025 Q3	$146K	Sell	2,038 -652	-24%	-$48.5K	0.01%	777
2025 Q2	$208K	Buy	2,690 +2,687	+89,567%	+$193K	0.02%	626
2025 Q1	$204	Sell	3 -111	-97%	-$7.57K	﹤0.01%	2583
2024 Q4	$8.72K	Buy	+114	New	+$9.34K	﹤0.01%	1820

Other funds holding SMIN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return

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

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

BFC Planning, Inc.'s SMIN Position: Q2 2026 in Review

BFC Planning, Inc. held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q2 2026 at 3 shares worth $212. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

BFC Planning, Inc. first reported a position in SMIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $208K in Q2 2025. 117 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

BFC Planning, Inc. held 3 shares of iShares MSCI India Small-Cap ETF worth $212 as of Q2 2026.
BFC Planning, Inc. left its iShares MSCI India Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3318 holding.
BFC Planning, Inc. first reported a position in iShares MSCI India Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares MSCI India Small-Cap ETF position peaked at $208K in Q2 2025.
117 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.