Kestra Advisory Services’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Kestra Advisory Services’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	$422K	Sell	5,962 -1,208	-17%	-$80.5K	﹤0.01%	2470
2026 Q1	$430K	Sell	7,170 -1,432	-17%	-$93.6K	﹤0.01%	2340
2025 Q4	$601K	Sell	8,602 -2,257	-21%	-$163K	﹤0.01%	2013
2025 Q3	$779K	Sell	10,859 -6,677	-38%	-$496K	﹤0.01%	1757
2025 Q2	$1.35M	Sell	17,536 -2,480	-12%	-$178K	0.01%	1304
2025 Q1	$1.36M	Sell	20,016 -1,843	-8%	-$126K	0.01%	1197
2024 Q4	$1.67M	Buy	21,859 +1,802	+9%	+$148K	0.01%	1100
2024 Q3	$1.72M	Sell	20,057 -413	-2%	-$34.5K	0.01%	1026
2024 Q2	$1.66M	Buy	20,470 +1,404	+7%	+$106K	0.01%	1062
2024 Q1	$1.34M	Buy	19,066 +10,494	+122%	+$751K	0.01%	1064
2023 Q4	$598K	Buy	8,572 +1,033	+14%	+$67.6K	﹤0.01%	1413
2023 Q3	$476K	Buy	+7,539	New	+$463K	﹤0.01%	1400

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

Kestra Advisory Services's SMIN Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares MSCI India Small-Cap ETF (SMIN) stake by 17% in Q2 2026, selling an estimated $80.5K and leaving 5,962 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Kestra Advisory Services first reported a position in SMIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.72M in Q3 2024. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

Kestra Advisory Services held 5,962 shares of iShares MSCI India Small-Cap ETF worth $422K as of Q2 2026.
Kestra Advisory Services sold 1,208 iShares MSCI India Small-Cap ETF shares in Q2 2026, an estimated $80.5K.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2470 holding.
Kestra Advisory Services first reported a position in iShares MSCI India Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Kestra Advisory Services's iShares MSCI India Small-Cap ETF position peaked at $1.72M in Q3 2024.
116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.