Steward Partners Investment Advisory’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Steward Partners Investment 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
2026 Q1	$34.7K	Hold	578	–	–	﹤0.01%	2964
2025 Q4	$40.4K	Sell	578 -25	-4%	-$1.8K	﹤0.01%	2781
2025 Q3	$43.2K	Buy	603 +239	+66%	+$17.8K	﹤0.01%	2681
2025 Q2	$28.1K	Hold	364	–	–	﹤0.01%	2764
2025 Q1	$24.8K	Sell	364 -6	-2%	-$409	﹤0.01%	2708
2024 Q4	$28.3K	Buy	370 +24	+7%	+$1.97K	﹤0.01%	2616
2024 Q3	$29.8K	Buy	346 +119	+52%	+$9.93K	﹤0.01%	2475
2024 Q2	$18.4K	Buy	227 +62	+38%	+$4.69K	﹤0.01%	2570
2024 Q1	$11.6K	Hold	165	–	–	﹤0.01%	2757
2023 Q4	$11.5K	Buy	+165	New	+$10.8K	﹤0.01%	2645

Other funds holding SMIN

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

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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Steward Partners Investment Advisory's SMIN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q1 2026 at 578 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2964.

Steward Partners Investment Advisory first reported a position in SMIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $43.2K in Q3 2025. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

Steward Partners Investment Advisory held 578 shares of iShares MSCI India Small-Cap ETF worth $34.7K as of Q1 2026.
Steward Partners Investment Advisory left its iShares MSCI India Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI India Small-Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2964 holding.
Steward Partners Investment Advisory first reported a position in iShares MSCI India Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Steward Partners Investment Advisory's iShares MSCI India Small-Cap ETF position peaked at $43.2K in Q3 2025.
110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.