Arrien Investments’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Arrien Investments’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
2024 Q4	–	Sell	-5,142	Closed	-$289K	–	37
2024 Q3	$289K	Sell	5,142 -2,771	-35%	-$152K	0.21%	28
2024 Q2	$425K	Sell	7,913 -1,043	-12%	-$53.3K	0.33%	25
2024 Q1	$452K	Buy	8,956 +1,749	+24%	+$87.2K	0.36%	26
2023 Q4	$355K	Buy	+7,207	New	+$333K	0.31%	27

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CCG

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

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

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Arrien Investments's INDY Position: Q4 2024 in Review

Arrien Investments sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2024, closing a stake of 5,142 shares — an estimated $289K sold.

Arrien Investments first reported a position in INDY in Q4 2023 and held it in 4 quarters. The position peaked at $452K in Q1 2024. 96 funds tracked by Wall St. Rank hold INDY as of Q4 2024.

Arrien Investments reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2024 after selling out during the quarter.
Arrien Investments sold 5,142 iShares S&P India Nifty 50 Index Fund shares in Q4 2024, an estimated $289K.
Arrien Investments first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2023 and held it in 4 quarters.
Arrien Investments's iShares S&P India Nifty 50 Index Fund position peaked at $452K in Q1 2024.
96 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2024.

Based on Arrien Investments's 13F filing for Q4 2024, filed 10 Feb 2025.