VestGen Advisors’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

VestGen 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
2026 Q2	$1.33M	Buy	18,862 +2,643	+16%	+$176K	0.04%	389
2026 Q1	$1.07M	Sell	16,219 -25,832	-61%	-$1.69M	0.03%	439
2025 Q4	$2.94M	Sell	42,051 -8,378	-17%	-$605K	0.13%	167
2025 Q3	$3.62M	Buy	50,429 +1,673	+3%	+$124K	0.12%	167
2025 Q2	$3.76M	Buy	+48,756	New	+$3.51M	0.15%	141

Other funds holding SMIN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

VestGen Advisors's SMIN Position: Q2 2026 in Review

VestGen Advisors increased its iShares MSCI India Small-Cap ETF (SMIN) stake by 16% in Q2 2026, buying an estimated $176K and bringing the position to 18,862 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #389.

VestGen Advisors first reported a position in SMIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.76M in Q2 2025. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

VestGen Advisors held 18,862 shares of iShares MSCI India Small-Cap ETF worth $1.33M as of Q2 2026.
VestGen Advisors bought 2,643 iShares MSCI India Small-Cap ETF shares in Q2 2026, an estimated $176K.
iShares MSCI India Small-Cap ETF made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #389 holding.
VestGen Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
VestGen Advisors's iShares MSCI India Small-Cap ETF position peaked at $3.76M in Q2 2025.
116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.