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Sax Wealth Advisors’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Sax Wealth Advisors’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 		– Sell
-2,986
Closed -$209K – 557
2026
Q1 		$209K Hold
2,986
– – 0.01% 462
2025
Q4 		$209K Hold
2,986
– – 0.01% 469
2025
Q3 		$214K Hold
2,986
– – 0.01% 417
2025
Q2 		$230K Hold
2,986
– – 0.01% 389
2025
Q1 		$203K Hold
2,986
– – 0.01% 351
2024
Q4 		$228K Hold
2,986
– – 0.02% 305
2024
Q3 		$257K Buy
+2,986
New +$249K 0.02% 242

Other funds holding SMIN

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Sax Wealth Advisors's SMIN Position: Q2 2026 in Review

Sax Wealth Advisors sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q2 2026, closing a stake of 2,986 shares — an estimated $209K sold.

Sax Wealth Advisors first reported a position in SMIN in Q3 2024 and held it in 7 quarters. The position peaked at $257K in Q3 2024. 10 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

  • Sax Wealth Advisors reported no remaining iShares MSCI India Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 2,986 iShares MSCI India Small-Cap ETF shares in Q2 2026, an estimated $209K.
  • Sax Wealth Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q3 2024 and held it in 7 quarters.
  • Sax Wealth Advisors's iShares MSCI India Small-Cap ETF position peaked at $257K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.