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Lake Street Private Wealth’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Lake Street Private Wealth’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
2024
Q3 		– Sell
-3,641
Closed -$294K – 315
2024
Q2 		$294K Sell
3,641
-1,400
-28% -$106K 0.04% 266
2024
Q1 		$354K Buy
+5,041
New +$361K 0.05% 246

Other funds holding SMIN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Lake Street Private Wealth's SMIN Position: Q3 2024 in Review

Lake Street Private Wealth sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q3 2024, closing a stake of 3,641 shares — an estimated $294K sold.

Lake Street Private Wealth first reported a position in SMIN in Q1 2024 and held it in 2 quarters. The position peaked at $354K in Q1 2024. 158 funds tracked by Wall St. Rank hold SMIN as of Q3 2024.

  • Lake Street Private Wealth reported no remaining iShares MSCI India Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 3,641 iShares MSCI India Small-Cap ETF shares in Q3 2024, an estimated $294K.
  • Lake Street Private Wealth first reported a position in iShares MSCI India Small-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Lake Street Private Wealth's iShares MSCI India Small-Cap ETF position peaked at $354K in Q1 2024.
  • 158 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.