Phoenix Financial’s iShares MSCI India ETF INDA Stock Holding History

Phoenix Financial’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	$89.4M	Sell	1,909,484 -7,288	-0.4%	-$373K	0.85%	32
2025 Q4	$104M	Buy	1,916,772 +914,310	+91%	+$49.3M	1.12%	23
2025 Q3	$52.2M	Buy	1,002,462 +943,931	+1,613%	+$50.5M	0.64%	39
2025 Q2	$3.26M	Buy	58,531 +7,347	+14%	+$393K	0.04%	155
2025 Q1	$2.63M	Sell	51,184 -12,010	-19%	-$605K	0.04%	165
2024 Q4	$3.33M	Sell	63,194 -1,500	-2%	-$82.6K	0.05%	161
2024 Q3	$3.79M	Sell	64,694 -2,185,438	-97%	-$124M	0.06%	156
2024 Q2	$126M	Buy	2,250,132 +413,787	+23%	+$21.9M	1.91%	14
2024 Q1	$94.8M	Sell	1,836,345 -35,176	-2%	-$1.77M	1.31%	22
2023 Q4	$102M	Buy	1,871,521 +687,122	+58%	+$31.3M	1.69%	16
2023 Q3	$52.4M	Sell	1,184,399 -574,101	-33%	-$25.4M	0.96%	28
2023 Q2	$76.8M	Hold	1,758,500	–	–	1.57%	20
2023 Q1	$69.2M	Buy	1,758,500 +1,250,000	+246%	+$50.3M	1.55%	20
2022 Q4	$21.2M	Buy	+508,500	New	+$21.5M	0.41%	52
2021 Q2	–	Sell	-16,958	Closed	-$715K	–	358
2021 Q1	$715K	Buy	+16,958	New	+$712K	0.02%	297

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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

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

Phoenix Financial's INDA Position: Q1 2026 in Review

Phoenix Financial reduced its iShares MSCI India ETF (INDA) stake by 0.38% in Q1 2026, selling an estimated $373K and leaving 1,909,484 shares worth $89.4M. The position accounts for 0.85% of the portfolio, ranked #32.

Phoenix Financial first reported a position in INDA in Q1 2021 and has held it in 15 quarters since. The position peaked at $126M in Q2 2024. 559 funds tracked by Wall St. Rank hold INDA as of Q1 2026.

Phoenix Financial held 1,909,484 shares of iShares MSCI India ETF worth $89.4M as of Q1 2026.
Phoenix Financial sold 7,288 iShares MSCI India ETF shares in Q1 2026, an estimated $373K.
iShares MSCI India ETF made up 0.85% of Phoenix Financial's portfolio in Q1 2026, its #32 holding.
Phoenix Financial first reported a position in iShares MSCI India ETF in Q1 2021 and has held it in 15 quarters since.
Phoenix Financial's iShares MSCI India ETF position peaked at $126M in Q2 2024.
559 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.