Integrated Wealth Concepts’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Integrated Wealth Concepts’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	$1M	Buy	+14,199	New	+$947K	0.01%	1204
2025 Q1	–	Sell	-2,775	Closed	-$212K	–	1823
2024 Q4	$212K	Sell	2,775 -2,860	-51%	-$234K	﹤0.01%	1573
2024 Q3	$485K	Buy	5,635 +1,150	+26%	+$96K	0.01%	1098
2024 Q2	$363K	Buy	4,485 +1,335	+42%	+$101K	0.01%	1208
2024 Q1	$221K	Buy	+3,150	New	+$226K	﹤0.01%	1476

Other funds holding SMIN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Integrated Wealth Concepts's SMIN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares MSCI India Small-Cap ETF (SMIN) in Q2 2026: 14,199 shares worth $1M. The stake represents 0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in SMIN as recently as Q4 2024.

Integrated Wealth Concepts first reported a position in SMIN in Q1 2024 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

Integrated Wealth Concepts held 14,199 shares of iShares MSCI India Small-Cap ETF worth $1M as of Q2 2026.
iShares MSCI India Small-Cap ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares MSCI India Small-Cap ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1204 holding.
Integrated Wealth Concepts first reported a position in iShares MSCI India Small-Cap ETF in Q1 2024 and has held it in 5 quarters since.
116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.