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

Venturi 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
2024
Q1 		– Sell
-25
Closed -$1.75K – 1435
2023
Q4 		$1.75K Buy
+25
New +$1.64K ﹤0.01% 1249

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Venturi Wealth Management's SMIN Position: Q1 2024 in Review

Venturi Wealth Management sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q1 2024, closing a stake of 25 shares — an estimated $1.75K sold.

Venturi Wealth Management first reported a position in SMIN in Q4 2023 and held it in 1 quarter. The position peaked at $1.75K in Q4 2023. 137 funds tracked by Wall St. Rank hold SMIN as of Q1 2024.

  • Venturi Wealth Management reported no remaining iShares MSCI India Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 25 iShares MSCI India Small-Cap ETF shares in Q1 2024, an estimated $1.75K.
  • Venturi Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Venturi Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $1.75K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2024.

Based on Venturi Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.