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Copia Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Copia Wealth Management’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
-399
Closed -$21.7K – 485
2025
Q2 		$21.7K Buy
399
+36
+10% +$1.89K 0.02% 234
2025
Q1 		$18.4K Hold
363
– – 0.02% 233
2024
Q4 		$18.5K Buy
+363
New +$19.3K 0.02% 221

Other funds holding INDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Copia Wealth Management's INDY Position: Q3 2025 in Review

Copia Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2025, closing a stake of 399 shares — an estimated $21.7K sold.

Copia Wealth Management first reported a position in INDY in Q4 2024 and held it in 3 quarters. The position peaked at $21.7K in Q2 2025. 98 funds tracked by Wall St. Rank hold INDY as of Q3 2025.

  • Copia Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2025 after selling out during the quarter.
  • Copia Wealth Management sold 399 iShares S&P India Nifty 50 Index Fund shares in Q3 2025, an estimated $21.7K.
  • Copia Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2024 and held it in 3 quarters.
  • Copia Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $21.7K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2025.

Based on Copia Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.