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Marks Group Wealth Management’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Marks Group Wealth Management’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
Q4 		– Sell
-3,928
Closed -$236K – 320
2021
Q3 		$236K Sell
3,928
-454
-10% -$26K 0.03% 266
2021
Q2 		$239K Sell
4,382
-1,016
-19% -$51.7K 0.03% 237
2021
Q1 		$265K Buy
5,398
+392
+8% +$18.3K 0.04% 219
2020
Q4 		$212K Buy
+5,006
New +$190K 0.03% 239

Other funds holding SMIN

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marks Group Wealth Management's SMIN Position: Q4 2021 in Review

Marks Group Wealth Management sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q4 2021, closing a stake of 3,928 shares — an estimated $236K sold.

Marks Group Wealth Management first reported a position in SMIN in Q4 2020 and held it in 4 quarters. The position peaked at $265K in Q1 2021. 64 funds tracked by Wall St. Rank hold SMIN as of Q4 2021.

  • Marks Group Wealth Management reported no remaining iShares MSCI India Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Marks Group Wealth Management sold 3,928 iShares MSCI India Small-Cap ETF shares in Q4 2021, an estimated $236K.
  • Marks Group Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q4 2020 and held it in 4 quarters.
  • Marks Group Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $265K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q4 2021.

Based on Marks Group Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.