Peak Financial Advisors’s iShares MSCI India ETF INDA Stock Holding History

Peak Financial 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
2026 Q2	$3.76M	Sell	76,069 -9,648	-11%	-$470K	1.56%	16
2026 Q1	$4.02M	Sell	85,717 -28,937	-25%	-$1.48M	1.78%	13
2025 Q4	$6.2M	Sell	114,654 -341	-0.3%	-$18.4K	2.78%	7
2025 Q3	$5.99M	Sell	114,995 -12,922	-10%	-$691K	2.87%	7
2025 Q2	$7.12M	Sell	127,917 -1,357	-1%	-$72.5K	3.65%	7
2025 Q1	$6.66M	Buy	129,274 +5,636	+5%	+$284K	3.39%	7
2024 Q4	$6.51M	Buy	123,638 +1,491	+1%	+$82.1K	3.39%	8
2024 Q3	$7.15M	Sell	122,147 -224	-0.2%	-$12.8K	3.68%	6
2024 Q2	$6.83M	Buy	122,371 +1,386	+1%	+$73.4K	3.92%	5
2024 Q1	$6.24M	Sell	120,985 -763	-0.6%	-$38.5K	3.8%	7
2023 Q4	$5.94M	Buy	121,748 +2,408	+2%	+$110K	3.97%	5
2023 Q3	$5.28M	Buy	+119,340	New	+$5.28M	5.7%	6
2021 Q2	–	Sell	-63,317	Closed	-$2.67M	–	78
2021 Q1	$2.67M	Buy	63,317 +21,501	+51%	+$902K	2.25%	6
2020 Q4	$1.68M	Buy	+41,816	New	+$1.53M	1.45%	27

Other funds holding INDA

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Peak Financial Advisors's INDA Position: Q2 2026 in Review

Peak Financial Advisors reduced its iShares MSCI India ETF (INDA) stake by 11% in Q2 2026, selling an estimated $470K and leaving 76,069 shares worth $3.76M. The position accounts for 1.56% of the portfolio, ranked #16.

Peak Financial Advisors first reported a position in INDA in Q4 2020 and has held it in 14 quarters since. The position peaked at $7.15M in Q3 2024. 539 funds tracked by Wall St. Rank hold INDA as of Q2 2026.

Peak Financial Advisors held 76,069 shares of iShares MSCI India ETF worth $3.76M as of Q2 2026.
Peak Financial Advisors sold 9,648 iShares MSCI India ETF shares in Q2 2026, an estimated $470K.
iShares MSCI India ETF made up 1.56% of Peak Financial Advisors's portfolio in Q2 2026, its #16 holding.
Peak Financial Advisors first reported a position in iShares MSCI India ETF in Q4 2020 and has held it in 14 quarters since.
Peak Financial Advisors's iShares MSCI India ETF position peaked at $7.15M in Q3 2024.
539 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.