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SMIN icon

NewEdge Advisors’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

NewEdge Advisors’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
Q2 		$27.1K Hold
383
– – ﹤0.01% 3273
2026
Q1 		$22.9K Sell
383
-34
-8% -$2.22K ﹤0.01% 3154
2025
Q4 		$29.2K Buy
417
+8
+2% +$577 ﹤0.01% 3135
2025
Q3 		$29.3K Buy
409
+75
+22% +$5.58K ﹤0.01% 2998
2025
Q2 		$25.8K Buy
334
+150
+82% +$10.8K ﹤0.01% 2866
2025
Q1 		$12.5K Sell
184
-5,109
-97% -$348K ﹤0.01% 3016
2024
Q4 		$405K Sell
5,293
-4,467
-46% -$366K ﹤0.01% 1683
2024
Q3 		$839K Sell
9,760
-531
-5% -$44.3K 0.01% 1183
2024
Q2 		$832K Sell
10,291
-466
-4% -$35.2K 0.01% 1156
2024
Q1 		$756K Sell
10,757
-2,801
-21% -$201K 0.01% 1135
2023
Q4 		$951K Sell
13,558
-1,117
-8% -$73.1K 0.01% 952
2023
Q3 		$926K Buy
14,675
+14,425
+5,770% +$885K 0.01% 890
2023
Q2 		$14.5K Hold
250
– – ﹤0.01% 2486
2023
Q1 		$12.4K Hold
250
– – ﹤0.01% 2504
2022
Q4 		$13 Buy
+250
New +$13.3K ﹤0.01% 3672

Other funds holding SMIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

NewEdge Advisors's SMIN Position: Q2 2026 in Review

NewEdge Advisors held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q2 2026 at 383 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3273.

NewEdge Advisors first reported a position in SMIN in Q4 2022 and has held it in 15 quarters since. The position peaked at $951K in Q4 2023. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

  • NewEdge Advisors held 383 shares of iShares MSCI India Small-Cap ETF worth $27.1K as of Q2 2026.
  • NewEdge Advisors left its iShares MSCI India Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI India Small-Cap ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3273 holding.
  • NewEdge Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's iShares MSCI India Small-Cap ETF position peaked at $951K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.