Newbridge Financial Services Group’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Newbridge Financial Services Group’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
2025 Q1	–	Sell	-619	Closed	-$47.3K	–	1144
2024 Q4	$47.3K	Hold	619	–	–	0.01%	417
2024 Q3	$53.2K	Sell	619 -70	-10%	-$5.84K	0.02%	247
2024 Q2	$55.7K	Sell	689 -24	-3%	-$1.81K	0.02%	356
2024 Q1	$50.1K	Sell	713 -2,686	-79%	-$192K	0.02%	396
2023 Q4	$237K	Buy	+3,399	New	+$223K	0.12%	170

Other funds holding SMIN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Newbridge Financial Services Group's SMIN Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2025, closing a stake of 619 shares — an estimated $47.3K sold.

Newbridge Financial Services Group first reported a position in SMIN in Q4 2023 and held it in 5 quarters. The position peaked at $237K in Q4 2023. 136 funds tracked by Wall St. Rank hold SMIN as of Q1 2025.

Newbridge Financial Services Group reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 619 iShares MSCI India Small-Cap ETF shares in Q1 2025, an estimated $47.3K.
Newbridge Financial Services Group first reported a position in iShares MSCI India Small-Cap ETF in Q4 2023 and held it in 5 quarters.
Newbridge Financial Services Group's iShares MSCI India Small-Cap ETF position peaked at $237K in Q4 2023.
136 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.