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

HighMark Wealth Management’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 Q1	$36.9K	Hold	615	–	–	0.02%	181
2025 Q4	$43K	Buy	615 +162	+36%	+$11.7K	0.02%	181
2025 Q3	$32.5K	Hold	453	–	–	0.01%	194
2025 Q2	$34.9K	Hold	453	–	–	0.02%	186
2025 Q1	$30.8K	Buy	453 +250	+123%	+$17.1K	0.02%	170
2024 Q4	$15.5K	Buy	203 +13	+7%	+$1.06K	0.01%	232
2024 Q3	$16.3K	Buy	+190	New	+$15.9K	0.01%	227

Other funds holding SMIN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

HighMark Wealth Management's SMIN Position: Q1 2026 in Review

HighMark Wealth Management held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q1 2026 at 615 shares worth $36.9K. The position accounts for 0.02% of the portfolio, ranked #181.

HighMark Wealth Management first reported a position in SMIN in Q3 2024 and has held it in 7 quarters since. The position peaked at $43K in Q4 2025. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

HighMark Wealth Management held 615 shares of iShares MSCI India Small-Cap ETF worth $36.9K as of Q1 2026.
HighMark Wealth Management left its iShares MSCI India Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI India Small-Cap ETF made up 0.02% of HighMark Wealth Management's portfolio in Q1 2026, its #181 holding.
HighMark Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
HighMark Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $43K in Q4 2025.
110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.