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Private Advisory Group’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Private Advisory 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
2024
Q1 		– Sell
-15,799
Closed -$1.1M – 211
2023
Q4 		$1.1M Buy
+15,799
New +$1.03M 0.19% 94

Other funds holding SMIN

Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Private Advisory Group's SMIN Position: Q1 2024 in Review

Private Advisory Group sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2024, closing a stake of 15,799 shares — an estimated $1.1M sold.

Private Advisory Group first reported a position in SMIN in Q4 2023 and held it in 1 quarter. The position peaked at $1.1M in Q4 2023. 137 funds tracked by Wall St. Rank hold SMIN as of Q1 2024.

  • Private Advisory Group reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Private Advisory Group sold 15,799 iShares MSCI India Small-Cap ETF shares in Q1 2024, an estimated $1.1M.
  • Private Advisory Group first reported a position in iShares MSCI India Small-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Private Advisory Group's iShares MSCI India Small-Cap ETF position peaked at $1.1M in Q4 2023.
  • 137 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2024.

Based on Private Advisory Group's 13F filing for Q1 2024, filed 14 May 2024.