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

Heritage Oak 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
2024
Q4 		– Sell
-87,072
Closed -$5.1M – 118
2024
Q3 		$5.1M Buy
+87,072
New +$4.96M 2.35% 10

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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Heritage Oak Wealth Advisors's INDA Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of iShares MSCI India ETF (INDA) in Q4 2024, closing a stake of 87,072 shares — an estimated $5.1M sold.

Heritage Oak Wealth Advisors first reported a position in INDA in Q3 2024 and held it in 1 quarter. The position peaked at $5.1M in Q3 2024. 613 funds tracked by Wall St. Rank hold INDA as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining iShares MSCI India ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 87,072 iShares MSCI India ETF shares in Q4 2024, an estimated $5.1M.
  • Heritage Oak Wealth Advisors first reported a position in iShares MSCI India ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares MSCI India ETF position peaked at $5.1M in Q3 2024.
  • 613 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.