Fernwood Investment Management’s iShares MSCI India ETF INDA Stock Holding History

Fernwood Investment 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	$263K	Sell	5,000 -500	-9%	-$27.5K	0.09%	143
2024 Q3	$322K	Sell	5,500 -215	-4%	-$12.2K	0.1%	152
2024 Q2	$319K	Buy	5,715 +500	+10%	+$26.5K	0.1%	153
2024 Q1	$269K	Buy	5,215 +50	+1%	+$2.52K	0.08%	173
2023 Q4	$252K	Hold	5,165	–	–	0.08%	168
2023 Q3	$228K	Hold	5,165	–	–	0.08%	172
2023 Q2	$226K	Hold	5,165	–	–	0.08%	167
2023 Q1	$203K	Sell	5,165 -450	-8%	-$18.1K	0.08%	173
2022 Q4	$234K	Hold	5,615	–	–	0.1%	162
2022 Q3	$229K	Hold	5,615	–	–	0.1%	158
2022 Q2	$221K	Sell	5,615 -176	-3%	-$7.41K	0.1%	166
2022 Q1	$258K	Hold	5,791	–	–	0.09%	166
2021 Q4	$265K	Hold	5,791	–	–	0.09%	168
2021 Q3	$282K	Hold	5,791	–	–	0.1%	162
2021 Q2	$256K	Hold	5,791	–	–	0.08%	174
2021 Q1	$244K	Sell	5,791 -117	-2%	-$4.91K	0.09%	166
2020 Q4	$238K	Sell	5,908 -79	-1%	-$2.89K	0.09%	165
2020 Q3	$203K	Sell	5,987 -939	-14%	-$30.7K	0.1%	158
2020 Q2	$201K	Buy	+6,926	New	+$186K	0.1%	160
2020 Q1	–	Sell	-8,060	Closed	-$283K	–	154
2019 Q4	$283K	Hold	8,060	–	–	0.14%	123
2019 Q3	$271K	Hold	8,060	–	–	0.13%	145
2019 Q2	$285K	Hold	8,060	–	–	0.16%	117
2019 Q1	$284K	Buy	+8,060	New	+$268K	0.15%	120

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 $13.3B AUM 45.46% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Fernwood Investment Management's INDA Position: Q4 2024 in Review

Fernwood Investment Management reduced its iShares MSCI India ETF (INDA) stake by 9.1% in Q4 2024, selling an estimated $27.5K and leaving 5,000 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #143.

Fernwood Investment Management first reported a position in INDA in Q1 2019 and has held it in 23 quarters since. The position peaked at $322K in Q3 2024. 614 funds tracked by Wall St. Rank hold INDA as of Q4 2024.

Fernwood Investment Management held 5,000 shares of iShares MSCI India ETF worth $263K as of Q4 2024.
Fernwood Investment Management sold 500 iShares MSCI India ETF shares in Q4 2024, an estimated $27.5K.
iShares MSCI India ETF made up 0.09% of Fernwood Investment Management's portfolio in Q4 2024, its #143 holding.
Fernwood Investment Management first reported a position in iShares MSCI India ETF in Q1 2019 and has held it in 23 quarters since.
Fernwood Investment Management's iShares MSCI India ETF position peaked at $322K in Q3 2024.
614 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2024.

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