D.A. Davidson & Co’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

D.A. Davidson & Co’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 Q1	–	Sell	-4,417	Closed	-$225K	–	1448
2024 Q4	$225K	Hold	4,417	–	–	﹤0.01%	1294
2024 Q3	$249K	Buy	4,417 +408	+10%	+$22.3K	﹤0.01%	1241
2024 Q2	$215K	Sell	4,009 -775	-16%	-$39.6K	﹤0.01%	1264
2024 Q1	$241K	Hold	4,784	–	–	﹤0.01%	1247
2023 Q4	$236K	Hold	4,784	–	–	﹤0.01%	1195
2023 Q3	$216K	Buy	+4,784	New	+$218K	﹤0.01%	1202
2014 Q4	–	Sell	-1	Closed	–	–	2126
2014 Q3	$0	Hold	1	–	–	﹤0.01%	2137
2014 Q2	$0	Hold	1	–	–	﹤0.01%	2126
2014 Q1	$0	Hold	1	–	–	﹤0.01%	2145
2013 Q4	$0	Buy	+1	New	+$23	﹤0.01%	2077

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

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

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

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

CCG

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

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

D.A. Davidson & Co's INDY Position: Q1 2025 in Review

D.A. Davidson & Co sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2025, closing a stake of 4,417 shares — an estimated $225K sold.

D.A. Davidson & Co first reported a position in INDY in Q4 2013 and held it in 10 quarters. The position peaked at $249K in Q3 2024. 98 funds tracked by Wall St. Rank hold INDY as of Q1 2025.

D.A. Davidson & Co reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2025 after selling out during the quarter.
D.A. Davidson & Co sold 4,417 iShares S&P India Nifty 50 Index Fund shares in Q1 2025, an estimated $225K.
D.A. Davidson & Co first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2013 and held it in 10 quarters.
D.A. Davidson & Co's iShares S&P India Nifty 50 Index Fund position peaked at $249K in Q3 2024.
98 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2025.

Based on D.A. Davidson & Co's 13F filing for Q1 2025, filed 28 Apr 2025.