Patriot Financial Group Insurance Agency’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-33,443	Closed	-$2.58M	–	576
2025 Q2	$2.58M	Buy	33,443 +649	+2%	+$46.7K	0.3%	83
2025 Q1	$2.23M	Buy	+32,794	New	+$2.24M	0.3%	82
2022 Q1	–	Sell	-500	Closed	-$30K	–	2228
2021 Q4	$30K	Hold	500	–	–	0.01%	1060
2021 Q3	$30K	Hold	500	–	–	0.01%	1049
2021 Q2	$27K	Hold	500	–	–	﹤0.01%	1062
2021 Q1	$25K	Buy	+500	New	+$23.4K	0.01%	1011

Other funds holding SMIN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SMIN Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q3 2025, closing a stake of 33,443 shares — an estimated $2.58M sold.

Patriot Financial Group Insurance Agency first reported a position in SMIN in Q1 2021 and held it in 6 quarters. The position peaked at $2.58M in Q2 2025. 124 funds tracked by Wall St. Rank hold SMIN as of Q3 2025.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI India Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 33,443 iShares MSCI India Small-Cap ETF shares in Q3 2025, an estimated $2.58M.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI India Small-Cap ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI India Small-Cap ETF position peaked at $2.58M in Q2 2025.
124 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.