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

Modern 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 Q1	–	Sell	-5,022	Closed	-$271K	–	920
2025 Q4	$271K	Buy	5,022 +1,104	+28%	+$59.5K	﹤0.01%	712
2025 Q3	$204K	Buy	+3,918	New	+$210K	﹤0.01%	762
2024 Q4	–	Sell	-3,626	Closed	-$212K	–	590
2024 Q3	$212K	Sell	3,626 -62	-2%	-$3.53K	0.01%	409
2024 Q2	$206K	Buy	+3,688	New	+$195K	0.02%	381

Other funds holding INDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Modern Wealth Management's INDA Position: Q1 2026 in Review

Modern Wealth Management sold out of iShares MSCI India ETF (INDA) in Q1 2026, closing a stake of 5,022 shares — an estimated $271K sold.

Modern Wealth Management first reported a position in INDA in Q2 2024 and held it in 4 quarters. The position peaked at $271K in Q4 2025. 562 funds tracked by Wall St. Rank hold INDA as of Q1 2026.

Modern Wealth Management reported no remaining iShares MSCI India ETF position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 5,022 iShares MSCI India ETF shares in Q1 2026, an estimated $271K.
Modern Wealth Management first reported a position in iShares MSCI India ETF in Q2 2024 and held it in 4 quarters.
Modern Wealth Management's iShares MSCI India ETF position peaked at $271K in Q4 2025.
562 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.