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

Oxford Financial 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
2021
Q1 		– Sell
-5
Closed – – 230
2020
Q4 		$0 Buy
+5
New +$190 ﹤0.01% 217

Other funds holding SMIN

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Oxford Financial Group's SMIN Position: Q1 2021 in Review

Oxford Financial Group sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2021, closing a stake of 5 shares.

Oxford Financial Group first reported a position in SMIN in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 62 funds tracked by Wall St. Rank hold SMIN as of Q1 2021.

  • Oxford Financial Group reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Oxford Financial Group sold 5 iShares MSCI India Small-Cap ETF shares in Q1 2021.
  • Oxford Financial Group first reported a position in iShares MSCI India Small-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Oxford Financial Group's iShares MSCI India Small-Cap ETF position peaked at $0 in Q4 2020.
  • 62 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2021.

Based on Oxford Financial Group's 13F filing for Q1 2021, filed 10 May 2021.