Prosperity Planning’s iShares MSCI India ETF INDA Stock Holding History

Prosperity Planning’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 Q3	$273K	Hold	5,858	–	–	0.06%	107
2026 Q2	$289K	Hold	5,858	–	–	0.07%	100
2026 Q1	$274K	Hold	5,858	–	–	0.07%	99
2025 Q4	$317K	Hold	5,858	–	–	0.08%	94
2025 Q3	$305K	Hold	5,858	–	–	0.08%	97
2025 Q2	$326K	Hold	5,858	–	–	0.09%	92
2025 Q1	$302K	Hold	5,858	–	–	0.09%	88
2024 Q4	$308K	Hold	5,858	–	–	0.1%	88
2024 Q3	$343K	Hold	5,858	–	–	0.11%	83
2024 Q2	$327K	Hold	5,858	–	–	0.11%	82
2024 Q1	$302K	Hold	5,858	–	–	0.1%	82
2023 Q4	$286K	Hold	5,858	–	–	0.11%	82
2023 Q3	$259K	Hold	5,858	–	–	0.11%	78
2023 Q2	$256K	Hold	5,858	–	–	0.11%	80
2023 Q1	$231K	Hold	5,858	–	–	0.1%	83
2022 Q4	$245K	Hold	5,858	–	–	0.12%	70
2022 Q3	$239K	Hold	5,858	–	–	0.12%	74
2022 Q2	$231K	Hold	5,858	–	–	0.12%	70
2022 Q1	$261K	Hold	5,858	–	–	0.13%	66
2021 Q4	$269K	Hold	5,858	–	–	0.14%	66
2021 Q3	$285K	Hold	5,858	–	–	0.16%	63
2021 Q2	$259K	Hold	5,858	–	–	0.16%	67
2021 Q1	$247K	Hold	5,858	–	–	0.18%	68
2020 Q4	$236K	Buy	+5,858	New	+$214K	0.2%	62

Other funds holding INDA

Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SBA

Seven Bridges Advisors New York $221M AUM

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning's INDA Position: Q3 2026 in Review

Prosperity Planning held its iShares MSCI India ETF (INDA) position steady in Q3 2026 at 5,858 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #107.

Prosperity Planning first reported a position in INDA in Q4 2020 and has held it in 24 quarters since. The position peaked at $343K in Q3 2024. 19 funds tracked by Wall St. Rank hold INDA as of Q3 2026.

Prosperity Planning held 5,858 shares of iShares MSCI India ETF worth $273K as of Q3 2026.
Prosperity Planning left its iShares MSCI India ETF share count unchanged in Q3 2026.
iShares MSCI India ETF made up 0.06% of Prosperity Planning's portfolio in Q3 2026, its #107 holding.
Prosperity Planning first reported a position in iShares MSCI India ETF in Q4 2020 and has held it in 24 quarters since.
Prosperity Planning's iShares MSCI India ETF position peaked at $343K in Q3 2024.
19 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.