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 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

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

MB, Levis & Associates's SMIN Position: Q1 2026 in Review

MB, Levis & Associates held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q1 2026 at 304 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #145.

MB, Levis & Associates first reported a position in SMIN in Q4 2022 and has held it in 14 quarters since. The position peaked at $24K in Q3 2024. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

MB, Levis & Associates held 304 shares of iShares MSCI India Small-Cap ETF worth $18.2K as of Q1 2026.
MB, Levis & Associates left its iShares MSCI India Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI India Small-Cap ETF made up 0.01% of MB, Levis & Associates's portfolio in Q1 2026, its #145 holding.
MB, Levis & Associates first reported a position in iShares MSCI India Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
MB, Levis & Associates's iShares MSCI India Small-Cap ETF position peaked at $24K in Q3 2024.
110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.