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

Congress 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
2025
Q2 		$278K Hold
5,000
– – ﹤0.01% 1087
2025
Q1 		$257K Buy
+5,000
New +$252K ﹤0.01% 973

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's INDA Position: Q2 2025 in Review

Congress Wealth Management held its iShares MSCI India ETF (INDA) position steady in Q2 2025 at 5,000 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Congress Wealth Management first reported a position in INDA in Q1 2025 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold INDA as of Q2 2025.

  • Congress Wealth Management held 5,000 shares of iShares MSCI India ETF worth $278K as of Q2 2025.
  • Congress Wealth Management left its iShares MSCI India ETF share count unchanged in Q2 2025.
  • iShares MSCI India ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1087 holding.
  • Congress Wealth Management first reported a position in iShares MSCI India ETF in Q1 2025 and has held it in 2 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.