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

Highland Financial 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
2026
Q2 		$3.99M Buy
56,378
+15,145
+37% +$1.01M 0.88% 19
2026
Q1 		$2.47M Buy
41,233
+1,737
+4% +$114K 0.65% 19
2025
Q4 		$2.76M Buy
39,496
+284
+0.7% +$20.5K 0.77% 18
2025
Q3 		$2.81M Buy
39,212
+2,440
+7% +$181K 0.81% 17
2025
Q2 		$2.84M Sell
36,772
-642
-2% -$46.2K 0.91% 17
2025
Q1 		$2.55M Buy
37,414
+6,214
+20% +$424K 0.91% 18
2024
Q4 		$2.38M Buy
31,200
+2,211
+8% +$181K 0.83% 18
2024
Q3 		$2.49M Buy
28,989
+461
+2% +$38.5K 0.89% 19
2024
Q2 		$2.31M Buy
28,528
+2,460
+9% +$186K 0.86% 19
2024
Q1 		$1.83M Buy
26,068
+3,244
+14% +$232K 0.73% 20
2023
Q4 		$1.59M Buy
+22,824
New +$1.49M 0.69% 23

Other funds holding SMIN

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Highland Financial Advisors's SMIN Position: Q2 2026 in Review

Highland Financial Advisors increased its iShares MSCI India Small-Cap ETF (SMIN) stake by 37% in Q2 2026, buying an estimated $1.01M and bringing the position to 56,378 shares worth $3.99M. The position accounts for 0.88% of the portfolio, ranked #19.

Highland Financial Advisors first reported a position in SMIN in Q4 2023 and has held it in 11 quarters since. 10 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

  • Highland Financial Advisors held 56,378 shares of iShares MSCI India Small-Cap ETF worth $3.99M as of Q2 2026.
  • Highland Financial Advisors bought 15,145 iShares MSCI India Small-Cap ETF shares in Q2 2026, an estimated $1.01M.
  • iShares MSCI India Small-Cap ETF made up 0.88% of Highland Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Highland Financial Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.