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

Centric 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
Q2 		– Sell
-4,920
Closed -$258K – 169
2024
Q1 		$258K Sell
4,920
-74
-1% -$3.73K 0.08% 134
2023
Q4 		$250K Buy
+4,994
New +$227K 0.08% 140

Other funds holding INDA

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Centric Wealth Management's INDA Position: Q2 2024 in Review

Centric Wealth Management sold out of iShares MSCI India ETF (INDA) in Q2 2024, closing a stake of 4,920 shares — an estimated $258K sold.

Centric Wealth Management first reported a position in INDA in Q4 2023 and held it in 2 quarters. The position peaked at $258K in Q1 2024. 605 funds tracked by Wall St. Rank hold INDA as of Q2 2024.

  • Centric Wealth Management reported no remaining iShares MSCI India ETF position as of Q2 2024 after selling out during the quarter.
  • Centric Wealth Management sold 4,920 iShares MSCI India ETF shares in Q2 2024, an estimated $258K.
  • Centric Wealth Management first reported a position in iShares MSCI India ETF in Q4 2023 and held it in 2 quarters.
  • Centric Wealth Management's iShares MSCI India ETF position peaked at $258K in Q1 2024.
  • 605 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2024.

Based on Centric Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.