McAdam LLC
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McAdam LLC’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

McAdam LLC’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 		$371K Buy
5,388
+304
+6% +$21.5K 0.01% 347
2026
Q2 		$360K Sell
5,084
-691
-12% -$46.1K 0.01% 341
2026
Q1 		$346K Buy
5,775
+2,315
+67% +$151K 0.02% 315
2025
Q4 		$242K Buy
+3,460
New +$250K 0.01% 367
2018
Q3 		– Sell
-20
Closed -$1K – 727
2018
Q2 		$1K Hold
20
– – ﹤0.01% 584
2018
Q1 		$1K Buy
+20
New +$1.01K ﹤0.01% 693

Other funds holding SMIN

CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Aubrey Capital Management
Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

McAdam LLC's SMIN Position: Q3 2026 in Review

McAdam LLC increased its iShares MSCI India Small-Cap ETF (SMIN) stake by 6% in Q3 2026, buying an estimated $21.5K and bringing the position to 5,388 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #347.

McAdam LLC first reported a position in SMIN in Q1 2018 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold SMIN as of Q3 2026.

  • McAdam LLC held 5,388 shares of iShares MSCI India Small-Cap ETF worth $371K as of Q3 2026.
  • McAdam LLC bought 304 iShares MSCI India Small-Cap ETF shares in Q3 2026, an estimated $21.5K.
  • iShares MSCI India Small-Cap ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #347 holding.
  • McAdam LLC first reported a position in iShares MSCI India Small-Cap ETF in Q1 2018 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.