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Oppenheimer & Co’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Oppenheimer & Co’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
2024
Q4 		– Sell
-3,141
Closed -$270K – 1641
2024
Q3 		$270K Buy
3,141
+276
+10% +$23K ﹤0.01% 1292
2024
Q2 		$232K Buy
+2,865
New +$217K ﹤0.01% 1289
2024
Q1 		– Sell
-2,939
Closed -$205K – 1503
2023
Q4 		$205K Buy
+2,939
New +$192K ﹤0.01% 1281

Other funds holding SMIN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Oppenheimer & Co's SMIN Position: Q4 2024 in Review

Oppenheimer & Co sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q4 2024, closing a stake of 3,141 shares — an estimated $270K sold.

Oppenheimer & Co first reported a position in SMIN in Q4 2023 and held it in 3 quarters. The position peaked at $270K in Q3 2024. 153 funds tracked by Wall St. Rank hold SMIN as of Q4 2024.

  • Oppenheimer & Co reported no remaining iShares MSCI India Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 3,141 iShares MSCI India Small-Cap ETF shares in Q4 2024, an estimated $270K.
  • Oppenheimer & Co first reported a position in iShares MSCI India Small-Cap ETF in Q4 2023 and held it in 3 quarters.
  • Oppenheimer & Co's iShares MSCI India Small-Cap ETF position peaked at $270K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q4 2024.

Based on Oppenheimer & Co's 13F filing for Q4 2024, filed 5 Feb 2025.