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Sagace Wealth Management’s iShares MSCI India ETF INDA Stock Holding History

Sagace Wealth Management’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
2024
Q4 		– Sell
-16,111
Closed -$923K – 65
2024
Q3 		$923K Buy
16,111
+3,200
+25% +$182K 0.71% 36
2024
Q2 		$731K Buy
+12,911
New +$684K 0.72% 37

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PFSRSONJ
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sagace Wealth Management's INDA Position: Q4 2024 in Review

Sagace Wealth Management sold out of iShares MSCI India ETF (INDA) in Q4 2024, closing a stake of 16,111 shares — an estimated $923K sold.

Sagace Wealth Management first reported a position in INDA in Q2 2024 and held it in 2 quarters. The position peaked at $923K in Q3 2024. 613 funds tracked by Wall St. Rank hold INDA as of Q4 2024.

  • Sagace Wealth Management reported no remaining iShares MSCI India ETF position as of Q4 2024 after selling out during the quarter.
  • Sagace Wealth Management sold 16,111 iShares MSCI India ETF shares in Q4 2024, an estimated $923K.
  • Sagace Wealth Management first reported a position in iShares MSCI India ETF in Q2 2024 and held it in 2 quarters.
  • Sagace Wealth Management's iShares MSCI India ETF position peaked at $923K in Q3 2024.
  • 613 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2024.

Based on Sagace Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.