Family Management’s iShares MSCI India ETF INDA Stock Holding History

Family 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
2024 Q4	–	Sell	-1,250	Closed	-$73.2K	–	210
2024 Q3	$73.2K	Buy	1,250 +450	+56%	+$25.6K	0.01%	169
2024 Q2	$44.6K	Buy	+800	New	+$42.4K	0.01%	157
2019 Q4	–	Sell	-459	Closed	-$15K	–	198
2019 Q3	$15K	Sell	459 -459	-50%	-$15.2K	0.01%	173
2019 Q2	$32K	Buy	+918	New	+$32.3K	0.01%	162

Other funds holding INDA

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $11.7B AUM 32.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Family Management's INDA Position: Q4 2024 in Review

Family Management sold out of iShares MSCI India ETF (INDA) in Q4 2024, closing a stake of 1,250 shares — an estimated $73.2K sold.

Family Management first reported a position in INDA in Q2 2019 and held it in 4 quarters. The position peaked at $73.2K in Q3 2024. 613 funds tracked by Wall St. Rank hold INDA as of Q4 2024.

Family Management reported no remaining iShares MSCI India ETF position as of Q4 2024 after selling out during the quarter.
Family Management sold 1,250 iShares MSCI India ETF shares in Q4 2024, an estimated $73.2K.
Family Management first reported a position in iShares MSCI India ETF in Q2 2019 and held it in 4 quarters.
Family Management's iShares MSCI India ETF position peaked at $73.2K in Q3 2024.
613 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2024.

Based on Family Management's 13F filing for Q4 2024, filed 14 Feb 2025.