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

Colonial Trust 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
2025 Q3	–	Sell	-335	Closed	-$18.2K	–	704
2025 Q2	$18.2K	Hold	335	–	–	﹤0.01%	451
2025 Q1	$17K	Hold	335	–	–	﹤0.01%	450
2024 Q4	$17K	Hold	335	–	–	﹤0.01%	420
2024 Q3	$18.9K	Hold	335	–	–	﹤0.01%	456
2024 Q2	$18K	Hold	335	–	–	﹤0.01%	443
2024 Q1	$16.9K	Buy	335 +200	+148%	+$9.97K	﹤0.01%	505
2023 Q4	$6.65K	Hold	135	–	–	﹤0.01%	566
2023 Q3	$6.1K	Hold	135	–	–	﹤0.01%	579
2023 Q2	$6.08K	Hold	135	–	–	﹤0.01%	598
2023 Q1	$5.55K	Hold	135	–	–	﹤0.01%	604
2022 Q4	$5.71K	Buy	+135	New	+$5.92K	﹤0.01%	595

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCG

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Colonial Trust Advisors's INDY Position: Q3 2025 in Review

Colonial Trust Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2025, closing a stake of 335 shares — an estimated $18.2K sold.

Colonial Trust Advisors first reported a position in INDY in Q4 2022 and held it in 11 quarters. The position peaked at $18.9K in Q3 2024. 98 funds tracked by Wall St. Rank hold INDY as of Q3 2025.

Colonial Trust Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2025 after selling out during the quarter.
Colonial Trust Advisors sold 335 iShares S&P India Nifty 50 Index Fund shares in Q3 2025, an estimated $18.2K.
Colonial Trust Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2022 and held it in 11 quarters.
Colonial Trust Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $18.9K in Q3 2024.
98 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2025.

Based on Colonial Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.