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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.01K Sell
26
-16
-38% -$1.24K ﹤0.01% 2809
2025
Q1
$2.86K Buy
+42
New +$2.86K ﹤0.01% 2900
2024
Q4
Sell
-2,395
Closed -$206K 2958
2024
Q3
$206K Sell
2,395
-300
-11% -$25.8K 0.01% 767
2024
Q2
$218K Buy
2,695
+545
+25% +$44.1K 0.01% 686
2024
Q1
$151K Buy
+2,150
New +$151K 0.01% 762
2021
Q2
Sell
-160
Closed -$7K 3087
2021
Q1
$7K Buy
+160
New +$7K ﹤0.01% 2552
2018
Q1
Sell
-100
Closed -$5K 2231
2017
Q4
$5K Hold
100
﹤0.01% 1830
2017
Q3
$4K Buy
+100
New +$4K ﹤0.01% 1838