EWM
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Endowment Wealth Management’s ICICI Bank IBN Stock Holding History

Endowment Wealth Management’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,633
Closed -$201K – 157
2025
Q3 		$201K Sell
6,633
-265
-4% -$8.65K 0.09% 146
2025
Q2 		$232K Buy
6,898
+33
+0.5% +$1.09K 0.12% 128
2025
Q1 		$216K Sell
6,865
-153
-2% -$4.44K 0.14% 130
2024
Q4 		$210K Sell
7,018
-139
-2% -$4.2K 0.14% 128
2024
Q3 		$214K Sell
7,157
-1,501
-17% -$43.7K 0.14% 120
2024
Q2 		$249K Buy
8,658
+47
+0.5% +$1.26K 0.18% 106
2024
Q1 		$227K Sell
8,611
-119
-1% -$2.97K 0.17% 114
2023
Q4 		$208K Sell
8,730
-172
-2% -$3.96K 0.17% 121
2023
Q3 		$206K Sell
8,902
-2,031
-19% -$47.8K 0.18% 118
2023
Q2 		$252K Sell
10,933
-446
-4% -$10.1K 0.23% 106
2023
Q1 		$246K Sell
11,379
-1,868
-14% -$39K 0.25% 103
2022
Q4 		$290K Buy
13,247
+1,703
+15% +$37.9K 0.32% 75
2022
Q3 		$242K Sell
11,544
-124
-1% -$2.62K 0.29% 88
2022
Q2 		$207K Buy
11,668
+550
+5% +$10.3K 0.25% 99
2022
Q1 		$211K Buy
11,118
+619
+6% +$12.4K 0.22% 107
2021
Q4 		$208K Buy
+10,499
New +$207K 0.21% 109

Other funds holding IBN

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return