Perigon Wealth Management’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Perigon Wealth Management’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
2026 Q3	$219K	Buy	3,187 +170	+6%	+$12K	﹤0.01%	1338
2026 Q2	$213K	Buy	+3,017	New	+$201K	﹤0.01%	1335
2024 Q4	–	Sell	-17,411	Closed	-$1.5M	–	1091
2024 Q3	$1.5M	Sell	17,411 -213	-1%	-$17.8K	0.04%	332
2024 Q2	$1.43M	Buy	17,624 +3,555	+25%	+$269K	0.04%	298
2024 Q1	$989K	Buy	14,069 +10,391	+283%	+$744K	0.03%	373
2023 Q4	$257K	Buy	+3,678	New	+$241K	0.01%	709

Other funds holding SMIN

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Perigon Wealth Management's SMIN Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares MSCI India Small-Cap ETF (SMIN) stake by 5.6% in Q3 2026, buying an estimated $12K and bringing the position to 3,187 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Perigon Wealth Management first reported a position in SMIN in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.5M in Q3 2024. 20 funds tracked by Wall St. Rank hold SMIN as of Q3 2026.

Perigon Wealth Management held 3,187 shares of iShares MSCI India Small-Cap ETF worth $219K as of Q3 2026.
Perigon Wealth Management bought 170 iShares MSCI India Small-Cap ETF shares in Q3 2026, an estimated $12K.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1338 holding.
Perigon Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q4 2023 and has held it in 6 quarters since.
Perigon Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $1.5M in Q3 2024.
20 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.