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Breakwater Investment Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Breakwater Investment Management’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
Q1 		$13.3K Hold
316
– – 0.01% 218
2025
Q4 		$15.6K Hold
316
– – 0.01% 205
2025
Q3 		$16.1K Sell
316
-2,249
-88% -$118K 0.01% 204
2025
Q2 		$139K Hold
2,565
– – 0.05% 99
2025
Q1 		$130K Hold
2,565
– – 0.06% 101
2024
Q4 		$130K Hold
2,565
– – 0.06% 103
2024
Q3 		$144K Hold
2,565
– – 0.06% 98
2024
Q2 		$138K Hold
2,565
– – 0.06% 94
2024
Q1 		$129K Buy
+2,565
New +$128K 0.06% 90

Other funds holding INDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Breakwater Investment Management's INDY Position: Q1 2026 in Review

Breakwater Investment Management held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q1 2026 at 316 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #218.

Breakwater Investment Management first reported a position in INDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $144K in Q3 2024. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

  • Breakwater Investment Management held 316 shares of iShares S&P India Nifty 50 Index Fund worth $13.3K as of Q1 2026.
  • Breakwater Investment Management left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q1 2026.
  • iShares S&P India Nifty 50 Index Fund made up 0.01% of Breakwater Investment Management's portfolio in Q1 2026, its #218 holding.
  • Breakwater Investment Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2024 and has held it in 9 quarters since.
  • Breakwater Investment Management's iShares S&P India Nifty 50 Index Fund position peaked at $144K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.