RFWA
SMIN icon

RPg Family Wealth Advisory’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

RPg Family Wealth Advisory’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
2021
Q4 		– Sell
-8,892
Closed -$53.4K – 287
2021
Q3 		$53.4K Sell
8,892
-271
-3% -$15.5K 0.02% 164
2021
Q2 		$500K Buy
+9,163
New +$467K 0.2% 80
2020
Q4 		$561K Hold
13,250
– – 0.26% 65
2020
Q3 		$475K Buy
13,250
+1,127
+9% +$37.3K 0.25% 72
2020
Q2 		$354K Buy
12,123
+5,827
+93% +$152K 0.22% 84
2020
Q1 		$146K Sell
6,296
-304
-5% -$10.3K 0.11% 94
2019
Q4 		$237K Buy
6,600
+3,218
+95% +$114K 0.14% 93
2019
Q3 		$119K Buy
3,382
+487
+17% +$17K 0.07% 110
2019
Q2 		$112K Buy
2,895
+1,016
+54% +$39.8K 0.07% 110
2019
Q1 		$76.1K Buy
+1,879
New +$70.3K 0.04% 136

Other funds holding SMIN

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RPg Family Wealth Advisory's SMIN Position: Q4 2021 in Review

RPg Family Wealth Advisory sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q4 2021, closing a stake of 8,892 shares — an estimated $53.4K sold.

RPg Family Wealth Advisory first reported a position in SMIN in Q1 2019 and held it in 10 quarters. The position peaked at $561K in Q4 2020. 64 funds tracked by Wall St. Rank hold SMIN as of Q4 2021.

  • RPg Family Wealth Advisory reported no remaining iShares MSCI India Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 8,892 iShares MSCI India Small-Cap ETF shares in Q4 2021, an estimated $53.4K.
  • RPg Family Wealth Advisory first reported a position in iShares MSCI India Small-Cap ETF in Q1 2019 and held it in 10 quarters.
  • RPg Family Wealth Advisory's iShares MSCI India Small-Cap ETF position peaked at $561K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q4 2021.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2021, filed 14 Feb 2022.