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

Merriman 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
2023
Q4 		– Sell
-8,763
Closed -$388K – 203
2023
Q3 		$388K Hold
8,763
– – 0.02% 130
2023
Q2 		$383K Buy
+8,763
New +$363K 0.02% 155
2023
Q1 		– Sell
-9,714
Closed -$405K – 208
2022
Q4 		$405K Buy
+9,714
New +$411K 0.02% 152

Other funds holding INDA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return

Merriman Wealth Management's INDA Position: Q4 2023 in Review

Merriman Wealth Management sold out of iShares MSCI India ETF (INDA) in Q4 2023, closing a stake of 8,763 shares — an estimated $388K sold.

Merriman Wealth Management first reported a position in INDA in Q4 2022 and held it in 3 quarters. The position peaked at $405K in Q4 2022. 470 funds tracked by Wall St. Rank hold INDA as of Q4 2023.

  • Merriman Wealth Management reported no remaining iShares MSCI India ETF position as of Q4 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 8,763 iShares MSCI India ETF shares in Q4 2023, an estimated $388K.
  • Merriman Wealth Management first reported a position in iShares MSCI India ETF in Q4 2022 and held it in 3 quarters.
  • Merriman Wealth Management's iShares MSCI India ETF position peaked at $405K in Q4 2022.
  • 470 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2023.

Based on Merriman Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.