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

Pasadena Private 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
2025 Q1	–	Sell	-56,848	Closed	-$2.89M	–	198
2024 Q4	$2.89M	Buy	56,848 +1,720	+3%	+$91.4K	0.59%	30
2024 Q3	$3.1M	Sell	55,128 -1,144	-2%	-$62.6K	0.66%	29
2024 Q2	$3.02M	Buy	56,272 +731	+1%	+$37.4K	0.7%	28
2024 Q1	$2.8M	Sell	55,541 -496	-0.9%	-$24.7K	0.64%	24
2023 Q4	$2.76M	Buy	+56,037	New	+$2.59M	0.67%	27

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

CCG

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

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

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

OMC

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

Pasadena Private Wealth's INDY Position: Q1 2025 in Review

Pasadena Private Wealth sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2025, closing a stake of 56,848 shares — an estimated $2.89M sold.

Pasadena Private Wealth first reported a position in INDY in Q4 2023 and held it in 5 quarters. The position peaked at $3.1M in Q3 2024. 98 funds tracked by Wall St. Rank hold INDY as of Q1 2025.

Pasadena Private Wealth reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2025 after selling out during the quarter.
Pasadena Private Wealth sold 56,848 iShares S&P India Nifty 50 Index Fund shares in Q1 2025, an estimated $2.89M.
Pasadena Private Wealth first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2023 and held it in 5 quarters.
Pasadena Private Wealth's iShares S&P India Nifty 50 Index Fund position peaked at $3.1M in Q3 2024.
98 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2025.

Based on Pasadena Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.