Cerity Partners’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Cerity Partners’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 Q2	$379K	Buy	8,712 +35	+0.4%	+$1.51K	﹤0.01%	2625
2026 Q1	$367K	Buy	8,677 +2,310	+36%	+$107K	﹤0.01%	2476
2025 Q4	$314K	Buy	6,367 +809	+15%	+$42.2K	﹤0.01%	2385
2025 Q3	$283K	Buy	5,558 +500	+10%	+$26.2K	﹤0.01%	2317
2025 Q2	$275K	Hold	5,058	–	–	﹤0.01%	2197
2025 Q1	$257K	Buy	+5,058	New	+$250K	﹤0.01%	2098

Other funds holding INDY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BPC

Bearing Point Capital Bloomington, Minnesota $740M AUM 36.41% 1-Year Est. Return

Cerity Partners's INDY Position: Q2 2026 in Review

Cerity Partners increased its iShares S&P India Nifty 50 Index Fund (INDY) stake by 0.4% in Q2 2026, buying an estimated $1.51K and bringing the position to 8,712 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Cerity Partners first reported a position in INDY in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

Cerity Partners held 8,712 shares of iShares S&P India Nifty 50 Index Fund worth $379K as of Q2 2026.
Cerity Partners bought 35 iShares S&P India Nifty 50 Index Fund shares in Q2 2026, an estimated $1.51K.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2625 holding.
Cerity Partners first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2025 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.