JFS Wealth Advisors’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

JFS Wealth 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
2021 Q2	–	Sell	-60	Closed	-$3K	–	635
2021 Q1	$3K	Buy	+60	New	+$2.81K	﹤0.01%	524
2020 Q1	–	Sell	-66	Closed	-$2K	–	561
2019 Q4	$2K	Buy	+66	New	+$2.33K	﹤0.01%	463
2019 Q3	–	Sell	-72	Closed	-$3K	–	534
2019 Q2	$3K	Hold	72	–	–	﹤0.01%	423
2019 Q1	$3K	Buy	+72	New	+$2.69K	﹤0.01%	424
2018 Q4	–	Sell	-59	Closed	-$2K	–	521
2018 Q3	$2K	Buy	+59	New	+$2.5K	﹤0.01%	498

Other funds holding SMIN

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

SAM

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

JFS Wealth Advisors's SMIN Position: Q2 2021 in Review

JFS Wealth Advisors sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q2 2021, closing a stake of 60 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in SMIN in Q3 2018 and held it in 5 quarters. The position peaked at $3K in Q1 2021. 56 funds tracked by Wall St. Rank hold SMIN as of Q2 2021.

JFS Wealth Advisors reported no remaining iShares MSCI India Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
JFS Wealth Advisors sold 60 iShares MSCI India Small-Cap ETF shares in Q2 2021, an estimated $3K.
JFS Wealth Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q3 2018 and held it in 5 quarters.
JFS Wealth Advisors's iShares MSCI India Small-Cap ETF position peaked at $3K in Q1 2021.
56 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2021.

Based on JFS Wealth Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.