PWS
SMIN icon

Paragon Wealth Strategies’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Paragon Wealth Strategies’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
2023
Q1 		– Sell
-300
Closed -$15.5K – 198
2022
Q4 		$15.5K Buy
+300
New +$15.9K 0.02% 117

Other funds holding SMIN

GC
Globeflex Capital San Diego, California $661M AUM 50.59% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.05B AUM 35.91% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return

Paragon Wealth Strategies's SMIN Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2023, closing a stake of 300 shares — an estimated $15.5K sold.

Paragon Wealth Strategies first reported a position in SMIN in Q4 2022 and held it in 1 quarter. The position peaked at $15.5K in Q4 2022. 64 funds tracked by Wall St. Rank hold SMIN as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 300 iShares MSCI India Small-Cap ETF shares in Q1 2023, an estimated $15.5K.
  • Paragon Wealth Strategies first reported a position in iShares MSCI India Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Paragon Wealth Strategies's iShares MSCI India Small-Cap ETF position peaked at $15.5K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.