Rockefeller Capital Management’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Rockefeller Capital 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 Q2	$134K	Hold	1,898	–	–	﹤0.01%	2819
2026 Q1	$114K	Sell	1,898 -63	-3%	-$4.12K	﹤0.01%	2802
2025 Q4	$137K	Buy	1,961 +392	+25%	+$28.3K	﹤0.01%	2556
2025 Q3	$113K	Sell	1,569 -10,200	-87%	-$758K	﹤0.01%	2531
2025 Q2	$908K	Sell	11,769 -127	-1%	-$9.14K	﹤0.01%	1365
2025 Q1	$810K	Buy	11,896 +1,758	+17%	+$120K	﹤0.01%	1333
2024 Q4	$775K	Buy	+10,138	New	+$830K	﹤0.01%	1339
2023 Q3	–	Sell	-7,010	Closed	-$407K	–	1784
2023 Q2	$407K	Sell	7,010 -1,000	-12%	-$53.8K	﹤0.01%	1413
2023 Q1	$398K	Buy	8,010 +8,000	+80,000%	+$408K	﹤0.01%	1447
2022 Q4	$0	Hold	10	–	–	﹤0.01%	4179
2022 Q3	$0	Buy	+10	New	+$532	﹤0.01%	4332
2021 Q4	–	Sell	-1,000	Closed	-$60K	–	3979
2021 Q3	$60K	Buy	+1,000	New	+$57.4K	﹤0.01%	2058

Other funds holding SMIN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Rockefeller Capital Management's SMIN Position: Q2 2026 in Review

Rockefeller Capital Management held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q2 2026 at 1,898 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

Rockefeller Capital Management first reported a position in SMIN in Q3 2021 and has held it in 12 quarters since. The position peaked at $908K in Q2 2025. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

Rockefeller Capital Management held 1,898 shares of iShares MSCI India Small-Cap ETF worth $134K as of Q2 2026.
Rockefeller Capital Management left its iShares MSCI India Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2819 holding.
Rockefeller Capital Management first reported a position in iShares MSCI India Small-Cap ETF in Q3 2021 and has held it in 12 quarters since.
Rockefeller Capital Management's iShares MSCI India Small-Cap ETF position peaked at $908K in Q2 2025.
116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.