MB, Levis & Associates’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

MB, Levis & Associates’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 Q3	$20.9K	Hold	304	–	–	0.01%	142
2026 Q2	$21.5K	Hold	304	–	–	0.01%	143
2026 Q1	$18.2K	Hold	304	–	–	0.01%	145
2025 Q4	$21.2K	Buy	304 +6	+2%	+$433	0.01%	137
2025 Q3	$21.3K	Hold	298	–	–	0.01%	140
2025 Q2	$23K	Hold	298	–	–	0.01%	158
2025 Q1	$20.3K	Hold	298	–	–	0.01%	161
2024 Q4	$22.7K	Buy	298 +19	+7%	+$1.56K	0.01%	151
2024 Q3	$24K	Hold	279	–	–	0.01%	152
2024 Q2	$22.5K	Hold	279	–	–	0.01%	151
2024 Q1	$19.6K	Hold	279	–	–	0.01%	157
2023 Q4	$19.4K	Buy	279 +1	+0.4%	+$65	0.01%	156
2023 Q3	$17.5K	Hold	278	–	–	0.01%	166
2023 Q2	$16.1K	Buy	278 +1	+0.4%	+$54	0.01%	168
2023 Q1	$13.8K	Hold	277	–	–	0.01%	178
2022 Q4	$14.4K	Buy	+277	New	+$14.7K	0.01%	162

Other funds holding SMIN

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

MB, Levis & Associates's SMIN Position: Q3 2026 in Review

MB, Levis & Associates held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q3 2026 at 304 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #142.

MB, Levis & Associates first reported a position in SMIN in Q4 2022 and has held it in 16 quarters since. The position peaked at $24K in Q3 2024. 18 funds tracked by Wall St. Rank hold SMIN as of Q3 2026.

MB, Levis & Associates held 304 shares of iShares MSCI India Small-Cap ETF worth $20.9K as of Q3 2026.
MB, Levis & Associates left its iShares MSCI India Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI India Small-Cap ETF made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #142 holding.
MB, Levis & Associates first reported a position in iShares MSCI India Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's iShares MSCI India Small-Cap ETF position peaked at $24K in Q3 2024.
18 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.