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

Heartwood 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	$832K	Buy	16,840 +2,334	+16%	+$114K	0.06%	116
2026 Q1	$679K	Buy	14,506 +3,166	+28%	+$162K	0.06%	112
2025 Q4	$613K	Buy	11,340 +1,449	+15%	+$78.1K	0.06%	107
2025 Q3	$515K	Buy	9,891 +281	+3%	+$15K	0.05%	117
2025 Q2	$535K	Buy	9,610 +20	+0.2%	+$1.07K	0.06%	107
2025 Q1	$494K	Sell	9,590 -808	-8%	-$40.7K	0.06%	102
2024 Q4	$547K	Sell	10,398 -515	-5%	-$28.4K	0.06%	94
2024 Q3	$639K	Buy	10,913 +705	+7%	+$40.1K	0.07%	89
2024 Q2	$569K	Buy	10,208 +31	+0.3%	+$1.64K	0.07%	90
2024 Q1	$525K	Buy	10,177 +1,493	+17%	+$75.3K	0.06%	88
2023 Q4	$424K	Hold	8,684	–	–	0.06%	90
2023 Q3	$384K	Buy	+8,684	New	+$384K	0.06%	93

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

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

Heartwood Wealth Advisors increased its iShares MSCI India ETF (INDA) stake by 16% in Q2 2026, buying an estimated $114K and bringing the position to 16,840 shares worth $832K. The position accounts for 0.06% of the portfolio, ranked #116.

Heartwood Wealth Advisors first reported a position in INDA in Q3 2023 and has held it in 12 quarters since. 538 funds tracked by Wall St. Rank hold INDA as of Q2 2026.

Heartwood Wealth Advisors held 16,840 shares of iShares MSCI India ETF worth $832K as of Q2 2026.
Heartwood Wealth Advisors bought 2,334 iShares MSCI India ETF shares in Q2 2026, an estimated $114K.
iShares MSCI India ETF made up 0.06% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Heartwood Wealth Advisors first reported a position in iShares MSCI India ETF in Q3 2023 and has held it in 12 quarters since.
538 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.