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Castle Wealth Management’s iShares MSCI India ETF INDA Stock Holding History

Castle 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
2022
Q4 		– Sell
-150
Closed -$6K – 355
2022
Q3 		$6K Hold
150
– – ﹤0.01% 483
2022
Q2 		$6K Buy
+150
New +$6.32K ﹤0.01% 464

Other funds holding INDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Castle Wealth Management's INDA Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares MSCI India ETF (INDA) in Q4 2022, closing a stake of 150 shares — an estimated $6K sold.

Castle Wealth Management first reported a position in INDA in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 330 funds tracked by Wall St. Rank hold INDA as of Q4 2022.

  • Castle Wealth Management reported no remaining iShares MSCI India ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 150 iShares MSCI India ETF shares in Q4 2022, an estimated $6K.
  • Castle Wealth Management first reported a position in iShares MSCI India ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's iShares MSCI India ETF position peaked at $6K in Q3 2022.
  • 330 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.