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

JGP 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
2026
Q2 		$375K Sell
7,602
-43
-0.6% -$2.1K 0.03% 171
2026
Q1 		$358K Buy
7,645
+220
+3% +$11.3K 0.04% 166
2025
Q4 		$401K Buy
7,425
+1,331
+22% +$71.7K 0.04% 165
2025
Q3 		$319K Buy
6,094
+513
+9% +$27.4K 0.04% 164
2025
Q2 		$311K Buy
5,581
+385
+7% +$20.6K 0.04% 164
2025
Q1 		$267K Sell
5,196
-277
-5% -$14K 0.04% 163
2024
Q4 		$288K Sell
5,473
-310
-5% -$17.1K 0.04% 157
2024
Q3 		$338K Buy
5,783
+1,081
+23% +$61.6K 0.04% 142
2024
Q2 		$262K Buy
4,702
+334
+8% +$17.7K 0.04% 153
2024
Q1 		$225K Buy
4,368
+254
+6% +$12.8K 0.03% 159
2023
Q4 		$201K Buy
+4,114
New +$187K 0.03% 164

Other funds holding INDA

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

JGP Wealth Management's INDA Position: Q2 2026 in Review

JGP Wealth Management reduced its iShares MSCI India ETF (INDA) stake by 0.56% in Q2 2026, selling an estimated $2.1K and leaving 7,602 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #171.

JGP Wealth Management first reported a position in INDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $401K in Q4 2025. 131 funds tracked by Wall St. Rank hold INDA as of Q2 2026.

  • JGP Wealth Management held 7,602 shares of iShares MSCI India ETF worth $375K as of Q2 2026.
  • JGP Wealth Management sold 43 iShares MSCI India ETF shares in Q2 2026, an estimated $2.1K.
  • iShares MSCI India ETF made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #171 holding.
  • JGP Wealth Management first reported a position in iShares MSCI India ETF in Q4 2023 and has held it in 11 quarters since.
  • JGP Wealth Management's iShares MSCI India ETF position peaked at $401K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.