LPL Financial
SMIN icon

LPL Financial’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

LPL Financial’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 		$6.27M Sell
104,640
-6,862
-6% -$448K ﹤0.01% 2421
2025
Q4 		$7.8M Sell
111,502
-16,654
-13% -$1.2M ﹤0.01% 2144
2025
Q3 		$9.19M Sell
128,156
-58,298
-31% -$4.33M ﹤0.01% 1952
2025
Q2 		$14.4M Sell
186,454
-5,681
-3% -$409K ﹤0.01% 1468
2025
Q1 		$13.1M Buy
192,135
+58,364
+44% +$3.98M 0.01% 1423
2024
Q4 		$10.2M Sell
133,771
-169,674
-56% -$13.9M ﹤0.01% 1535
2024
Q3 		$26.1M Buy
303,445
+44,978
+17% +$3.75M 0.01% 904
2024
Q2 		$20.9M Buy
258,467
+56,547
+28% +$4.28M 0.01% 949
2024
Q1 		$14.2M Buy
201,920
+7,293
+4% +$522K 0.01% 1110
2023
Q4 		$13.6M Buy
194,627
+71,126
+58% +$4.66M 0.01% 1064
2023
Q3 		$7.8M Buy
123,501
+119,020
+2,656% +$7.3M 0.01% 1314
2023
Q2 		$260K Buy
+4,481
New +$241K ﹤0.01% 3970
2023
Q1 		– Sell
-7,646
Closed -$396K – 4577
2022
Q4 		$396K Sell
7,646
-736
-9% -$39.1K ﹤0.01% 3453
2022
Q3 		$441K Sell
8,382
-51
-0.6% -$2.71K ﹤0.01% 3272
2022
Q2 		$412K Buy
8,433
+1,040
+14% +$55.2K ﹤0.01% 3370
2022
Q1 		$415K Sell
7,393
-10,309
-58% -$592K ﹤0.01% 3336
2021
Q4 		$1.07M Buy
17,702
+12,788
+260% +$777K ﹤0.01% 2601
2021
Q3 		$295K Sell
4,914
-274
-5% -$15.7K ﹤0.01% 3664
2021
Q2 		$283K Sell
5,188
-6,908
-57% -$352K ﹤0.01% 3631
2021
Q1 		$593K Buy
12,096
+1,177
+11% +$55K ﹤0.01% 2878
2020
Q4 		$462K Sell
10,919
-686
-6% -$26K ﹤0.01% 2835
2020
Q3 		$416K Sell
11,605
-5,687
-33% -$188K ﹤0.01% 2629
2020
Q2 		$505K Buy
17,292
+799
+5% +$20.8K ﹤0.01% 2377
2020
Q1 		$381K Buy
16,493
+1,581
+11% +$53.7K ﹤0.01% 2297
2019
Q4 		$536K Sell
14,912
-3,466
-19% -$122K ﹤0.01% 2320
2019
Q3 		$646K Buy
18,378
+2,736
+17% +$95.5K ﹤0.01% 2069
2019
Q2 		$605K Buy
15,642
+307
+2% +$12K ﹤0.01% 2126
2019
Q1 		$621K Sell
15,335
-4,734
-24% -$177K ﹤0.01% 2029
2018
Q4 		$774K Buy
20,069
+1,556
+8% +$56.6K ﹤0.01% 1717
2018
Q3 		$679K Sell
18,513
-1,231
-6% -$52.3K ﹤0.01% 1979
2018
Q2 		$829K Sell
19,744
-26,635
-57% -$1.24M ﹤0.01% 1755
2018
Q1 		$2.2M Sell
46,379
-1,203
-3% -$60.5K 0.01% 1053
2017
Q4 		$2.5M Buy
47,582
+27,434
+136% +$1.35M 0.01% 935
2017
Q3 		$921K Buy
20,148
+7,369
+58% +$338K ﹤0.01% 1504
2017
Q2 		$568K Buy
12,779
+1,139
+10% +$50.4K ﹤0.01% 1783
2017
Q1 		$496K Buy
+11,640
New +$438K ﹤0.01% 1810
2016
Q2 		– Sell
-9,574
Closed -$286K – 2936
2016
Q1 		$286K Sell
9,574
-2,456
-20% -$71.7K ﹤0.01% 2548
2015
Q4 		$406K Buy
+12,030
New +$401K ﹤0.01% 2331

Other funds holding SMIN

AllianceBernstein
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

LPL Financial's SMIN Position: Q1 2026 in Review

LPL Financial reduced its iShares MSCI India Small-Cap ETF (SMIN) stake by 6.2% in Q1 2026, selling an estimated $448K and leaving 104,640 shares worth $6.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

LPL Financial first reported a position in SMIN in Q4 2015 and has held it in 38 quarters since. The position peaked at $26.1M in Q3 2024. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

  • LPL Financial held 104,640 shares of iShares MSCI India Small-Cap ETF worth $6.27M as of Q1 2026.
  • LPL Financial sold 6,862 iShares MSCI India Small-Cap ETF shares in Q1 2026, an estimated $448K.
  • iShares MSCI India Small-Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2421 holding.
  • LPL Financial first reported a position in iShares MSCI India Small-Cap ETF in Q4 2015 and has held it in 38 quarters since.
  • LPL Financial's iShares MSCI India Small-Cap ETF position peaked at $26.1M in Q3 2024.
  • 110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.