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Glass Jacobson Investment Advisors’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-1,439
Closed -$110K – 802
2025
Q1 		$110K Hold
1,439
– – 0.04% 284
2024
Q4 		$110K Buy
1,439
+1,034
+255% +$84.7K 0.04% 284
2024
Q3 		$34.8K Buy
405
+45
+13% +$3.75K 0.01% 423
2024
Q2 		$29.1K Buy
360
+65
+22% +$4.91K 0.01% 427
2024
Q1 		$20.7K Buy
+295
New +$21.1K 0.01% 474

Other funds holding SMIN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glass Jacobson Investment Advisors's SMIN Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q2 2025, closing a stake of 1,439 shares — an estimated $110K sold.

Glass Jacobson Investment Advisors first reported a position in SMIN in Q1 2024 and held it in 5 quarters. The position peaked at $110K in Q1 2025. 140 funds tracked by Wall St. Rank hold SMIN as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining iShares MSCI India Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,439 iShares MSCI India Small-Cap ETF shares in Q2 2025, an estimated $110K.
  • Glass Jacobson Investment Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q1 2024 and held it in 5 quarters.
  • Glass Jacobson Investment Advisors's iShares MSCI India Small-Cap ETF position peaked at $110K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.