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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
Q3 		$819K Buy
17,541
+701
+4% +$34.4K 0.06% 118
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

NC
Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SBA
Seven Bridges Advisors New York $221M AUM
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

Heartwood Wealth Advisors's INDA Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its iShares MSCI India ETF (INDA) stake by 4.2% in Q3 2026, buying an estimated $34.4K and bringing the position to 17,541 shares worth $819K. The position accounts for 0.06% of the portfolio, ranked #118.

Heartwood Wealth Advisors first reported a position in INDA in Q3 2023 and has held it in 13 quarters since. The position peaked at $832K in Q2 2026. 19 funds tracked by Wall St. Rank hold INDA as of Q3 2026.

  • Heartwood Wealth Advisors held 17,541 shares of iShares MSCI India ETF worth $819K as of Q3 2026.
  • Heartwood Wealth Advisors bought 701 iShares MSCI India ETF shares in Q3 2026, an estimated $34.4K.
  • iShares MSCI India ETF made up 0.06% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #118 holding.
  • Heartwood Wealth Advisors first reported a position in iShares MSCI India ETF in Q3 2023 and has held it in 13 quarters since.
  • Heartwood Wealth Advisors's iShares MSCI India ETF position peaked at $832K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.