NewEdge Wealth’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

NewEdge Wealth’s Portfolio INDY Stock Details INDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,589	Closed	-$226K	–	1210
2025 Q4	$226K	Hold	4,589	–	–	﹤0.01%	1117
2025 Q3	$244K	Hold	4,589	–	–	﹤0.01%	935
2025 Q2	$237K	Hold	4,589	–	–	﹤0.01%	891
2025 Q1	$233K	Hold	4,589	–	–	﹤0.01%	845
2024 Q4	$233K	Hold	4,589	–	–	﹤0.01%	844
2024 Q3	$258K	Hold	4,589	–	–	﹤0.01%	764
2024 Q2	$246K	Hold	4,589	–	–	0.01%	683
2024 Q1	$235K	Sell	4,589 -482	-10%	-$24K	0.01%	724
2023 Q4	$250K	Buy	+5,071	New	+$234K	0.01%	660

Other funds holding INDY

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

NewEdge Wealth's INDY Position: Q1 2026 in Review

NewEdge Wealth sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2026, closing a stake of 4,589 shares — an estimated $226K sold.

NewEdge Wealth first reported a position in INDY in Q4 2023 and held it in 9 quarters. The position peaked at $258K in Q3 2024. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

NewEdge Wealth reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 4,589 iShares S&P India Nifty 50 Index Fund shares in Q1 2026, an estimated $226K.
NewEdge Wealth first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2023 and held it in 9 quarters.
NewEdge Wealth's iShares S&P India Nifty 50 Index Fund position peaked at $258K in Q3 2024.
87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.