ACG Wealth’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

ACG Wealth’s Portfolio INDY Stock Details INDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-17	Closed	-$1K	–	599
2022 Q2	$1K	Buy	+17	New	+$740	﹤0.01%	867

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ACG Wealth's INDY Position: Q3 2022 in Review

ACG Wealth sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

ACG Wealth first reported a position in INDY in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 76 funds tracked by Wall St. Rank hold INDY as of Q3 2022.

ACG Wealth reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 17 iShares S&P India Nifty 50 Index Fund shares in Q3 2022, an estimated $1K.
ACG Wealth first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2022 and held it in 1 quarter.
ACG Wealth's iShares S&P India Nifty 50 Index Fund position peaked at $1K in Q2 2022.
76 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.