Clearstead Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Clearstead Advisors’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	$379K	Hold	8,982	–	–	﹤0.01%	785
2025 Q4	$443K	Hold	8,982	–	–	0.01%	689
2025 Q3	$457K	Hold	8,982	–	–	0.01%	657
2025 Q2	$488K	Hold	8,982	–	–	0.01%	618
2025 Q1	$456K	Hold	8,982	–	–	0.01%	604
2024 Q4	$457K	Hold	8,982	–	–	0.01%	605
2024 Q3	$506K	Hold	8,982	–	–	0.01%	567
2024 Q2	$482K	Hold	8,982	–	–	0.01%	541
2024 Q1	$448K	Hold	8,982	–	–	0.02%	326
2023 Q4	$442K	Sell	8,982 -8,982	-50%	-$414K	0.02%	327
2023 Q3	$812K	Buy	17,964 +8,982	+100%	+$409K	0.02%	334
2023 Q2	$405K	Hold	8,982	–	–	0.02%	321
2023 Q1	$369K	Hold	8,982	–	–	0.03%	309
2022 Q4	$380K	Hold	8,982	–	–	0.03%	290
2022 Q3	$379K	Hold	8,982	–	–	0.03%	274
2022 Q2	$369K	Hold	8,982	–	–	0.03%	288
2022 Q1	$415K	Hold	8,982	–	–	0.03%	290
2021 Q4	$425K	Hold	8,982	–	–	0.03%	277
2021 Q3	$463K	Hold	8,982	–	–	0.03%	250
2021 Q2	$420K	Hold	8,982	–	–	0.03%	250
2021 Q1	$403K	Hold	8,982	–	–	0.03%	244
2020 Q4	$381K	Hold	8,982	–	–	0.03%	235
2020 Q3	$313K	Sell	8,982 -3,520	-28%	-$120K	0.03%	228
2020 Q2	$386K	Hold	12,502	–	–	0.04%	199
2020 Q1	$321K	Hold	12,502	–	–	0.05%	191
2019 Q4	$483K	Sell	12,502 -1,390	-10%	-$52.2K	0.06%	180
2019 Q3	$510K	Hold	13,892	–	–	0.07%	165
2019 Q2	$533K	Hold	13,892	–	–	0.07%	165
2019 Q1	$527K	Hold	13,892	–	–	0.07%	162
2018 Q4	$491K	Hold	13,892	–	–	0.08%	164
2018 Q3	$475K	Hold	13,892	–	–	0.07%	160
2018 Q2	$489K	Buy	+13,892	New	+$493K	0.07%	144

Other funds holding INDY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Clearstead Advisors's INDY Position: Q1 2026 in Review

Clearstead Advisors held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q1 2026 at 8,982 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Clearstead Advisors first reported a position in INDY in Q2 2018 and has held it in 32 quarters since. The position peaked at $812K in Q3 2023. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

Clearstead Advisors held 8,982 shares of iShares S&P India Nifty 50 Index Fund worth $379K as of Q1 2026.
Clearstead Advisors 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 Clearstead Advisors's portfolio in Q1 2026, its #785 holding.
Clearstead Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2018 and has held it in 32 quarters since.
Clearstead Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $812K in Q3 2023.
87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.