Perennial Investment Advisors’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Perennial Investment Advisors’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	-3,000	Closed	-$231K	–	511
2025 Q2	$231K	Sell	3,000 -4,620	-61%	-$332K	0.02%	418
2025 Q1	$519K	Sell	7,620 -4,867	-39%	-$332K	0.06%	240
2024 Q4	$955K	Buy	12,487 +1,486	+14%	+$122K	0.11%	157
2024 Q3	$946K	Buy	11,001 +6,464	+142%	+$539K	0.12%	148
2024 Q2	$367K	Buy	+4,537	New	+$343K	0.05%	248

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

Perennial Investment Advisors's SMIN Position: Q3 2025 in Review

Perennial Investment Advisors sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q3 2025, closing a stake of 3,000 shares — an estimated $231K sold.

Perennial Investment Advisors first reported a position in SMIN in Q2 2024 and held it in 5 quarters. The position peaked at $955K in Q4 2024. 124 funds tracked by Wall St. Rank hold SMIN as of Q3 2025.

Perennial Investment Advisors reported no remaining iShares MSCI India Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Perennial Investment Advisors sold 3,000 iShares MSCI India Small-Cap ETF shares in Q3 2025, an estimated $231K.
Perennial Investment Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q2 2024 and held it in 5 quarters.
Perennial Investment Advisors's iShares MSCI India Small-Cap ETF position peaked at $955K in Q4 2024.
124 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q3 2025.

Based on Perennial Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.