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SHP Wealth Management’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

SHP Wealth 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 		– Sell
-13
Closed -$909 – 1902
2025
Q4 		$909 Buy
+13
New +$938 ﹤0.01% 1279

Other funds holding SMIN

AllianceBernstein
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
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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

SHP Wealth Management's SMIN Position: Q1 2026 in Review

SHP Wealth Management sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2026, closing a stake of 13 shares — an estimated $909 sold.

SHP Wealth Management first reported a position in SMIN in Q4 2025 and held it in 1 quarter. The position peaked at $909 in Q4 2025. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

  • SHP Wealth Management reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 13 iShares MSCI India Small-Cap ETF shares in Q1 2026, an estimated $909.
  • SHP Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $909 in Q4 2025.
  • 110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.