Blue Trust Inc’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Blue Trust Inc’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
2026 Q3	$66	Sell	2 -360	-99%	-$15.5K	﹤0.01%	2448
2026 Q2	$15.7K	Sell	362 -3,931	-92%	-$170K	﹤0.01%	1731
2026 Q1	$181K	Buy	4,293 +2,408	+128%	+$112K	﹤0.01%	801
2025 Q4	$92.9K	Buy	1,885 +1,789	+1,864%	+$93.3K	﹤0.01%	1100
2025 Q3	$4.89K	Buy	96 +45	+88%	+$2.35K	﹤0.01%	2003
2025 Q2	$2.77K	Buy	+51	New	+$2.68K	﹤0.01%	2086
2025 Q1	–	Sell	-300	Closed	-$15.3K	–	2518
2024 Q4	$15.3K	Buy	+300	New	+$16K	﹤0.01%	1689

Other funds holding INDY

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Blue Trust Inc's INDY Position: Q3 2026 in Review

Blue Trust Inc reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 99% in Q3 2026, selling an estimated $15.5K and leaving 2 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Blue Trust Inc first reported a position in INDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $181K in Q1 2026. 11 funds tracked by Wall St. Rank hold INDY as of Q3 2026.

Blue Trust Inc held 2 shares of iShares S&P India Nifty 50 Index Fund worth $66 as of Q3 2026.
Blue Trust Inc sold 360 iShares S&P India Nifty 50 Index Fund shares in Q3 2026, an estimated $15.5K.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2448 holding.
Blue Trust Inc first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2024 and has held it in 7 quarters since.
Blue Trust Inc's iShares S&P India Nifty 50 Index Fund position peaked at $181K in Q1 2026.
11 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.