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 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

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

NewEdge Advisors's SMIN Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares MSCI India Small-Cap ETF (SMIN) stake by 8.2% in Q1 2026, selling an estimated $2.22K and leaving 383 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3154.

NewEdge Advisors first reported a position in SMIN in Q4 2022 and has held it in 14 quarters since. The position peaked at $951K in Q4 2023. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

NewEdge Advisors held 383 shares of iShares MSCI India Small-Cap ETF worth $22.9K as of Q1 2026.
NewEdge Advisors sold 34 iShares MSCI India Small-Cap ETF shares in Q1 2026, an estimated $2.22K.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3154 holding.
NewEdge Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's iShares MSCI India Small-Cap ETF position peaked at $951K in Q4 2023.
110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.