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EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

EAGLE HARBOR ASSET MANAGEMENT INC /ADV’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
Q2 		$417K Buy
8,448
+462
+6% +$19.9K 0.33% 90
2026
Q1 		$374K Buy
7,986
+1,340
+20% +$62.2K 0.32% 96
2025
Q4 		$359K Buy
6,646
+459
+7% +$23.9K 0.3% 100
2025
Q3 		$322K Sell
6,187
-406
-6% -$21.2K 0.28% 103
2025
Q2 		$367K Hold
6,593
– – 0.35% 91
2025
Q1 		$339K Sell
6,593
-381
-5% -$18.8K 0.34% 94
2024
Q4 		$367K Buy
6,974
+77
+1% +$4.09K 0.37% 88
2024
Q3 		$404K Hold
6,897
– – 0.4% 82
2024
Q2 		$385K Buy
6,897
+46
+0.7% +$2.35K 0.41% 77
2024
Q1 		$353K Buy
6,851
+285
+4% +$14.2K 0.37% 87
2023
Q4 		$320K Sell
6,566
-414
-6% -$19.1K 0.37% 86
2023
Q3 		$309K Sell
6,980
-458
-6% -$20.8K 0.4% 82
2023
Q2 		$325K Buy
7,438
+344
+5% +$14.7K 0.43% 76
2023
Q1 		$279K Buy
+7,094
New +$296K 0.38% 84

Other funds holding INDY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
BPC
Bearing Point Capital Bloomington, Minnesota $740M AUM 36.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

EAGLE HARBOR ASSET MANAGEMENT INC /ADV's INDY Position: Q2 2026 in Review

EAGLE HARBOR ASSET MANAGEMENT INC /ADV increased its iShares S&P India Nifty 50 Index Fund (INDY) stake by 5.8% in Q2 2026, buying an estimated $19.9K and bringing the position to 8,448 shares worth $417K. The position accounts for 0.33% of the portfolio, ranked #90.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in INDY in Q1 2023 and has held it in 14 quarters since. 69 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 8,448 shares of iShares S&P India Nifty 50 Index Fund worth $417K as of Q2 2026.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV bought 462 iShares S&P India Nifty 50 Index Fund shares in Q2 2026, an estimated $19.9K.
  • iShares S&P India Nifty 50 Index Fund made up 0.33% of EAGLE HARBOR ASSET MANAGEMENT INC /ADV's portfolio in Q2 2026, its #90 holding.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2023 and has held it in 14 quarters since.
  • 69 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

Based on EAGLE HARBOR ASSET MANAGEMENT INC /ADV's 13F filing for Q2 2026, filed 11 Aug 2026.