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

SageView 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
Q2 		– Sell
-11,832
Closed -$945K – 739
2024
Q1 		$945K Buy
+11,832
New +$847K 0.05% 205

Other funds holding SMIN

Jane Street
Jane Street New York $777B AUM 61.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

SageView Advisory Group's SMIN Position: Q2 2024 in Review

SageView Advisory Group sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q2 2024, closing a stake of 11,832 shares — an estimated $945K sold.

SageView Advisory Group first reported a position in SMIN in Q1 2024 and held it in 1 quarter. The position peaked at $945K in Q1 2024. 150 funds tracked by Wall St. Rank hold SMIN as of Q2 2024.

  • SageView Advisory Group reported no remaining iShares MSCI India Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 11,832 iShares MSCI India Small-Cap ETF shares in Q2 2024, an estimated $945K.
  • SageView Advisory Group first reported a position in iShares MSCI India Small-Cap ETF in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's iShares MSCI India Small-Cap ETF position peaked at $945K in Q1 2024.
  • 150 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.