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

SteelPeak Wealth’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
2025 Q1	–	Sell	-12,353	Closed	-$944K	–	673
2024 Q4	$944K	Sell	12,353 -525	-4%	-$43K	0.04%	256
2024 Q3	$1.11M	Buy	+12,878	New	+$1.07M	0.05%	219

Other funds holding SMIN

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SteelPeak Wealth's SMIN Position: Q1 2025 in Review

SteelPeak Wealth sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2025, closing a stake of 12,353 shares — an estimated $944K sold.

SteelPeak Wealth first reported a position in SMIN in Q3 2024 and held it in 2 quarters. The position peaked at $1.11M in Q3 2024. 136 funds tracked by Wall St. Rank hold SMIN as of Q1 2025.

SteelPeak Wealth reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 12,353 iShares MSCI India Small-Cap ETF shares in Q1 2025, an estimated $944K.
SteelPeak Wealth first reported a position in iShares MSCI India Small-Cap ETF in Q3 2024 and held it in 2 quarters.
SteelPeak Wealth's iShares MSCI India Small-Cap ETF position peaked at $1.11M in Q3 2024.
136 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.