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Geller Advisors’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Geller Advisors’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
Q1 		– Sell
-3,610
Closed -$252K – 283
2023
Q4 		$252K Buy
+3,610
New +$236K 0.02% 227

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Jane Street
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GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geller Advisors's SMIN Position: Q1 2024 in Review

Geller Advisors sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2024, closing a stake of 3,610 shares — an estimated $252K sold.

Geller Advisors first reported a position in SMIN in Q4 2023 and held it in 1 quarter. The position peaked at $252K in Q4 2023. 137 funds tracked by Wall St. Rank hold SMIN as of Q1 2024.

  • Geller Advisors reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Geller Advisors sold 3,610 iShares MSCI India Small-Cap ETF shares in Q1 2024, an estimated $252K.
  • Geller Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Geller Advisors's iShares MSCI India Small-Cap ETF position peaked at $252K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2024.

Based on Geller Advisors's 13F filing for Q1 2024, filed 14 May 2024.