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Bartlett & Co Wealth Management’s iShares MSCI India ETF INDA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio INDA Stock Details INDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$24.5K – 1171
2023
Q4 		$24.5K Hold
500
– – ﹤0.01% 844
2023
Q3 		$22.1K Sell
500
-1,000
-67% -$44.2K ﹤0.01% 800
2023
Q2 		$65.5K Buy
+1,500
New +$62.1K ﹤0.01% 620

Other funds holding INDA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bartlett & Co Wealth Management's INDA Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of iShares MSCI India ETF (INDA) in Q1 2024, closing a stake of 500 shares — an estimated $24.5K sold.

Bartlett & Co Wealth Management first reported a position in INDA in Q2 2023 and held it in 3 quarters. The position peaked at $65.5K in Q2 2023. 554 funds tracked by Wall St. Rank hold INDA as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining iShares MSCI India ETF position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 500 iShares MSCI India ETF shares in Q1 2024, an estimated $24.5K.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI India ETF in Q2 2023 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's iShares MSCI India ETF position peaked at $65.5K in Q2 2023.
  • 554 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.