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Institute for Wealth Management’s iShares MSCI India ETF INDA Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-71
Closed -$2K – 527
2019
Q4 		$2K Buy
+71
New +$2.43K ﹤0.01% 661

Other funds holding INDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institute for Wealth Management's INDA Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MSCI India ETF (INDA) in Q1 2020, closing a stake of 71 shares — an estimated $2K sold.

Institute for Wealth Management first reported a position in INDA in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 275 funds tracked by Wall St. Rank hold INDA as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI India ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 71 iShares MSCI India ETF shares in Q1 2020, an estimated $2K.
  • Institute for Wealth Management first reported a position in iShares MSCI India ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI India ETF position peaked at $2K in Q4 2019.
  • 275 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.