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

Intercontinental 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
2021
Q2 		– Sell
-18,712
Closed -$789K – 292
2021
Q1 		$789K Hold
18,712
– – 0.17% 105
2020
Q4 		$753K Hold
18,712
– – 0.18% 103
2020
Q3 		$634K Sell
18,712
-724
-4% -$23.7K 0.19% 100
2020
Q2 		$564K Hold
19,436
– – 0.18% 96
2020
Q1 		$469K Buy
19,436
+6,619
+52% +$212K 0.25% 92
2019
Q4 		$451K Sell
12,817
-14,003
-52% -$480K 0.38% 51
2019
Q3 		$900K Hold
26,820
– – 0.55% 38
2019
Q2 		$947K Sell
26,820
-266
-1% -$9.36K 0.49% 37
2019
Q1 		$955K Sell
27,086
-4,528
-14% -$150K 0.47% 38
2018
Q4 		$1.05M Sell
31,614
-500
-2% -$15.8K 0.59% 34
2018
Q3 		$1.04M Sell
32,114
-252
-0.8% -$8.71K 0.52% 37
2018
Q2 		$1.08M Sell
32,366
-2,000
-6% -$67.9K 0.6% 35
2018
Q1 		$1.17M Buy
34,366
+2,940
+9% +$104K 0.68% 35
2017
Q4 		$1.13M Hold
31,426
– – 0.64% 35
2017
Q3 		$1.03M Buy
31,426
+3,257
+12% +$110K 0.63% 35
2017
Q2 		$904K Buy
28,169
+13,195
+88% +$425K 0.58% 39
2017
Q1 		$471K Buy
14,974
+351
+2% +$10.3K 0.28% 69
2016
Q4 		$392K Sell
14,623
-166
-1% -$4.62K 0.25% 80
2016
Q3 		$435K Hold
14,789
– – 0.31% 67
2016
Q2 		$413K Sell
14,789
-365
-2% -$9.94K 0.3% 70
2016
Q1 		$411K Buy
+15,154
New +$387K 0.31% 70

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Intercontinental Wealth Advisors's INDA Position: Q2 2021 in Review

Intercontinental Wealth Advisors sold out of iShares MSCI India ETF (INDA) in Q2 2021, closing a stake of 18,712 shares — an estimated $789K sold.

Intercontinental Wealth Advisors first reported a position in INDA in Q1 2016 and held it in 21 quarters. The position peaked at $1.17M in Q1 2018. 290 funds tracked by Wall St. Rank hold INDA as of Q2 2021.

  • Intercontinental Wealth Advisors reported no remaining iShares MSCI India ETF position as of Q2 2021 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 18,712 iShares MSCI India ETF shares in Q2 2021, an estimated $789K.
  • Intercontinental Wealth Advisors first reported a position in iShares MSCI India ETF in Q1 2016 and held it in 21 quarters.
  • Intercontinental Wealth Advisors's iShares MSCI India ETF position peaked at $1.17M in Q1 2018.
  • 290 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.