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

Evoke Wealth’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
2026
Q1 		$374K Sell
8,865
-1,500
-14% -$69.6K 0.01% 478
2025
Q4 		$511K Hold
10,365
– – 0.01% 385
2025
Q3 		$528K Hold
10,365
– – 0.01% 343
2025
Q2 		$564K Hold
10,365
– – 0.01% 324
2025
Q1 		$526K Hold
10,365
– – 0.01% 267
2024
Q4 		$527K Buy
10,365
+1,000
+11% +$53.2K 0.01% 258
2024
Q3 		$527K Buy
+9,365
New +$512K 0.01% 245
2024
Q2 		– Sell
-9,365
Closed -$472K – 233
2024
Q1 		$472K Buy
9,365
+4,865
+108% +$243K 0.01% 257
2023
Q4 		$222K Sell
4,500
-4,365
-49% -$201K 0.36% 71
2023
Q3 		$401K Hold
8,865
– – 0.01% 257
2023
Q2 		$399K Buy
8,865
+299
+3% +$12.8K 0.01% 245
2023
Q1 		$352K Buy
8,566
+1,110
+15% +$46.3K 0.01% 254
2022
Q4 		$315K Buy
7,456
+1,201
+19% +$52.7K 0.01% 275
2022
Q3 		$264K Hold
6,255
– – 0.01% 278
2022
Q2 		$257K Buy
6,255
+2,865
+85% +$125K 0.01% 284
2022
Q1 		$156K Hold
3,390
– – 0.01% 384
2021
Q4 		$160K Hold
3,390
– – 0.01% 391
2021
Q3 		$174K Sell
3,390
-75
-2% -$3.68K 0.01% 359
2021
Q2 		$162K Hold
3,465
– – 0.01% 385
2021
Q1 		$155K Hold
3,465
– – 0.01% 337
2020
Q4 		$147K Sell
3,465
-180
-5% -$6.93K 0.01% 262
2020
Q3 		$127K Sell
3,645
-260
-7% -$8.86K 0.01% 256
2020
Q2 		$121K Hold
3,905
– – 0.01% 248
2020
Q1 		$100K Buy
+3,905
New +$136K 0.01% 259
2019
Q4 		– Sell
-3,905
Closed -$143K – 1336
2019
Q3 		$143K Buy
+3,905
New +$140K 0.02% 310

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Evoke Wealth's INDY Position: Q1 2026 in Review

Evoke Wealth reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 14% in Q1 2026, selling an estimated $69.6K and leaving 8,865 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #478.

Evoke Wealth first reported a position in INDY in Q3 2019 and has held it in 25 quarters since. The position peaked at $564K in Q2 2025. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

  • Evoke Wealth held 8,865 shares of iShares S&P India Nifty 50 Index Fund worth $374K as of Q1 2026.
  • Evoke Wealth sold 1,500 iShares S&P India Nifty 50 Index Fund shares in Q1 2026, an estimated $69.6K.
  • iShares S&P India Nifty 50 Index Fund made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #478 holding.
  • Evoke Wealth first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's iShares S&P India Nifty 50 Index Fund position peaked at $564K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.