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

Elmwood 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
2020
Q2 		– Sell
-5,600
Closed -$191K – 299
2020
Q1 		$191K Buy
+5,600
New +$179K 0.18% 88
2019
Q1 		– Sell
-8,600
Closed -$287K – 289
2018
Q4 		$287K Hold
8,600
– – 0.28% 80
2018
Q3 		$279K Hold
8,600
– – 0.23% 83
2018
Q2 		$286K Buy
8,600
+3,000
+54% +$102K 0.26% 81
2018
Q1 		$191K Buy
+5,600
New +$199K 0.18% 88

Other funds holding INDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Elmwood Wealth Management's INDA Position: Q2 2020 in Review

Elmwood Wealth Management sold out of iShares MSCI India ETF (INDA) in Q2 2020, closing a stake of 5,600 shares — an estimated $191K sold.

Elmwood Wealth Management first reported a position in INDA in Q1 2018 and held it in 5 quarters. The position peaked at $287K in Q4 2018. 253 funds tracked by Wall St. Rank hold INDA as of Q2 2020.

  • Elmwood Wealth Management reported no remaining iShares MSCI India ETF position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 5,600 iShares MSCI India ETF shares in Q2 2020, an estimated $191K.
  • Elmwood Wealth Management first reported a position in iShares MSCI India ETF in Q1 2018 and held it in 5 quarters.
  • Elmwood Wealth Management's iShares MSCI India ETF position peaked at $287K in Q4 2018.
  • 253 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.