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 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

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

Kestra Advisory Services's SMIN Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares MSCI India Small-Cap ETF (SMIN) stake by 17% in Q1 2026, selling an estimated $93.6K and leaving 7,170 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

Kestra Advisory Services first reported a position in SMIN in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.72M in Q3 2024. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

Kestra Advisory Services held 7,170 shares of iShares MSCI India Small-Cap ETF worth $430K as of Q1 2026.
Kestra Advisory Services sold 1,432 iShares MSCI India Small-Cap ETF shares in Q1 2026, an estimated $93.6K.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2340 holding.
Kestra Advisory Services first reported a position in iShares MSCI India Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Kestra Advisory Services's iShares MSCI India Small-Cap ETF position peaked at $1.72M in Q3 2024.
110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.