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 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

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

HIM

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

CCM

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Rockefeller Capital Management's SMIN Position: Q1 2026 in Review

Rockefeller Capital Management reduced its iShares MSCI India Small-Cap ETF (SMIN) stake by 3.2% in Q1 2026, selling an estimated $4.12K and leaving 1,898 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

Rockefeller Capital Management first reported a position in SMIN in Q3 2021 and has held it in 11 quarters since. The position peaked at $908K in Q2 2025. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

Rockefeller Capital Management held 1,898 shares of iShares MSCI India Small-Cap ETF worth $114K as of Q1 2026.
Rockefeller Capital Management sold 63 iShares MSCI India Small-Cap ETF shares in Q1 2026, an estimated $4.12K.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2802 holding.
Rockefeller Capital Management first reported a position in iShares MSCI India Small-Cap ETF in Q3 2021 and has held it in 11 quarters since.
Rockefeller Capital Management's iShares MSCI India Small-Cap ETF position peaked at $908K in Q2 2025.
110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.