Wealth Enhancement Advisory Services’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Wealth Enhancement Advisory Services’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 Q4	–	Sell	-3,158	Closed	-$231K	–	3784
2025 Q3	$231K	Sell	3,158 -448	-12%	-$33.3K	﹤0.01%	2998
2025 Q2	$279K	Buy	+3,606	New	+$260K	﹤0.01%	2703
2025 Q1	–	Sell	-3,256	Closed	-$249K	–	3148
2024 Q4	$249K	Buy	+3,256	New	+$267K	﹤0.01%	2531

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's SMIN Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q4 2025, closing a stake of 3,158 shares — an estimated $231K sold.

Wealth Enhancement Advisory Services first reported a position in SMIN in Q4 2024 and held it in 3 quarters. The position peaked at $279K in Q2 2025. 129 funds tracked by Wall St. Rank hold SMIN as of Q4 2025.

Wealth Enhancement Advisory Services reported no remaining iShares MSCI India Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 3,158 iShares MSCI India Small-Cap ETF shares in Q4 2025, an estimated $231K.
Wealth Enhancement Advisory Services first reported a position in iShares MSCI India Small-Cap ETF in Q4 2024 and held it in 3 quarters.
Wealth Enhancement Advisory Services's iShares MSCI India Small-Cap ETF position peaked at $279K in Q2 2025.
129 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.