EP Wealth Advisors’s iShares MSCI India ETF INDA Stock Holding History

EP Wealth Advisors’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
2026 Q2	$4.72M	Sell	95,508 -8,046	-8%	-$392K	0.02%	393
2026 Q1	$4.85M	Sell	103,554 -925	-0.9%	-$47.4K	0.02%	316
2025 Q4	$5.65M	Buy	+104,479	New	+$5.63M	0.03%	258
2025 Q2	$5.65M	Sell	101,395 -4,896	-5%	-$262K	0.04%	246
2025 Q1	$5.47M	Buy	106,291 +814	+0.8%	+$41K	0.04%	214
2024 Q4	$5.55M	Buy	105,477 +6,727	+7%	+$370K	0.05%	205
2024 Q3	$5.78M	Buy	98,750 +96,758	+4,857%	+$5.51M	0.05%	204
2024 Q2	$111K	Buy	+1,992	New	+$106K	﹤0.01%	824

Other funds holding INDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EP Wealth Advisors's INDA Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares MSCI India ETF (INDA) stake by 7.8% in Q2 2026, selling an estimated $392K and leaving 95,508 shares worth $4.72M. The position accounts for 0.02% of the portfolio, ranked #393.

EP Wealth Advisors first reported a position in INDA in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.78M in Q3 2024. 538 funds tracked by Wall St. Rank hold INDA as of Q2 2026.

EP Wealth Advisors held 95,508 shares of iShares MSCI India ETF worth $4.72M as of Q2 2026.
EP Wealth Advisors sold 8,046 iShares MSCI India ETF shares in Q2 2026, an estimated $392K.
iShares MSCI India ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #393 holding.
EP Wealth Advisors first reported a position in iShares MSCI India ETF in Q2 2024 and has held it in 8 quarters since.
EP Wealth Advisors's iShares MSCI India ETF position peaked at $5.78M in Q3 2024.
538 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.