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

Monograph 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
2023
Q4 		– Sell
-4,636
Closed -$205K – 125
2023
Q3 		$205K Buy
+4,636
New +$205K 0.04% 118

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

Monograph Wealth Advisors's INDA Position: Q4 2023 in Review

Monograph Wealth Advisors sold out of iShares MSCI India ETF (INDA) in Q4 2023, closing a stake of 4,636 shares — an estimated $205K sold.

Monograph Wealth Advisors first reported a position in INDA in Q3 2023 and held it in 1 quarter. The position peaked at $205K in Q3 2023. 470 funds tracked by Wall St. Rank hold INDA as of Q4 2023.

  • Monograph Wealth Advisors reported no remaining iShares MSCI India ETF position as of Q4 2023 after selling out during the quarter.
  • Monograph Wealth Advisors sold 4,636 iShares MSCI India ETF shares in Q4 2023, an estimated $205K.
  • Monograph Wealth Advisors first reported a position in iShares MSCI India ETF in Q3 2023 and held it in 1 quarter.
  • Monograph Wealth Advisors's iShares MSCI India ETF position peaked at $205K in Q3 2023.
  • 470 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2023.

Based on Monograph Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.