Montag & Associates’s iShares MSCI India ETF INDA Stock Holding History

Montag & Associates’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	$143K	Sell	3,061 -850	-22%	-$43.5K	0.01%	462
2025 Q4	$211K	Sell	3,911 -187	-5%	-$10.1K	0.01%	403
2025 Q3	$213K	Sell	4,098 -3,087	-43%	-$165K	0.01%	390
2025 Q2	$400K	Hold	7,185	–	–	0.02%	327
2025 Q1	$370K	Sell	7,185 -6,810	-49%	-$343K	0.02%	336
2024 Q4	$737K	Hold	13,995	–	–	0.04%	279
2024 Q3	$819K	Buy	13,995 +72	+0.5%	+$4.1K	0.04%	267
2024 Q2	$777K	Buy	13,923 +3,441	+33%	+$182K	0.04%	259
2024 Q1	$541K	Buy	10,482 +6,154	+142%	+$310K	0.03%	314
2023 Q4	$211K	Buy	+4,328	New	+$197K	0.01%	394
2021 Q4	–	Sell	-25	Closed	-$1K	–	883
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	833
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	827
2021 Q1	$1K	Buy	+25	New	+$1.05K	﹤0.01%	826

Other funds holding INDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 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 $666B AUM 30.12% 1-Year Est. Return

Montag & Associates's INDA Position: Q1 2026 in Review

Montag & Associates reduced its iShares MSCI India ETF (INDA) stake by 22% in Q1 2026, selling an estimated $43.5K and leaving 3,061 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #462.

Montag & Associates first reported a position in INDA in Q1 2021 and has held it in 13 quarters since. The position peaked at $819K in Q3 2024. 559 funds tracked by Wall St. Rank hold INDA as of Q1 2026.

Montag & Associates held 3,061 shares of iShares MSCI India ETF worth $143K as of Q1 2026.
Montag & Associates sold 850 iShares MSCI India ETF shares in Q1 2026, an estimated $43.5K.
iShares MSCI India ETF made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #462 holding.
Montag & Associates first reported a position in iShares MSCI India ETF in Q1 2021 and has held it in 13 quarters since.
Montag & Associates's iShares MSCI India ETF position peaked at $819K in Q3 2024.
559 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.