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Orion Portfolio Solutions’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Orion Portfolio Solutions’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 		$1.12M Buy
16,388
+6,194
+61% +$423K 0.01% 1023
2024
Q4 		$779K Sell
10,194
-552
-5% -$45.2K 0.01% 1171
2024
Q3 		$924K Sell
10,746
-474
-4% -$39.6K 0.01% 1084
2024
Q2 		$907K Sell
11,220
-395
-3% -$29.9K 0.01% 1032
2024
Q1 		$816K Buy
11,615
+121
+1% +$8.66K 0.01% 1075
2023
Q4 		$822K Buy
+11,494
New +$752K 0.01% 1035

Other funds holding SMIN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Orion Portfolio Solutions's SMIN Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares MSCI India Small-Cap ETF (SMIN) stake by 61% in Q1 2025, buying an estimated $423K and bringing the position to 16,388 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1023.

Orion Portfolio Solutions first reported a position in SMIN in Q4 2023 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold SMIN as of Q1 2025.

  • Orion Portfolio Solutions held 16,388 shares of iShares MSCI India Small-Cap ETF worth $1.12M as of Q1 2025.
  • Orion Portfolio Solutions bought 6,194 iShares MSCI India Small-Cap ETF shares in Q1 2025, an estimated $423K.
  • iShares MSCI India Small-Cap ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1023 holding.
  • Orion Portfolio Solutions first reported a position in iShares MSCI India Small-Cap ETF in Q4 2023 and has held it in 6 quarters since.
  • 136 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.