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U.S. Capital Wealth Advisors’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-355
Closed -$18.4K – 1388
2022
Q4 		$18.4K Buy
+355
New +$18.9K ﹤0.01% 1126

Other funds holding SMIN

GC
Globeflex Capital San Diego, California $661M AUM 50.59% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.05B AUM 35.91% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return

U.S. Capital Wealth Advisors's SMIN Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2023, closing a stake of 355 shares — an estimated $18.4K sold.

U.S. Capital Wealth Advisors first reported a position in SMIN in Q4 2022 and held it in 1 quarter. The position peaked at $18.4K in Q4 2022. 64 funds tracked by Wall St. Rank hold SMIN as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 355 iShares MSCI India Small-Cap ETF shares in Q1 2023, an estimated $18.4K.
  • U.S. Capital Wealth Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's iShares MSCI India Small-Cap ETF position peaked at $18.4K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.