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Sax Wealth Advisors’s iShares MSCI India ETF INDA Stock Holding History

Sax Wealth 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 		– Sell
-4,497
Closed -$243K – 549
2026
Q1 		$243K Hold
4,497
– – 0.01% 432
2025
Q4 		$243K Buy
4,497
+116
+3% +$6.25K 0.01% 440
2025
Q3 		$228K Sell
4,381
-93
-2% -$4.97K 0.01% 404
2025
Q2 		$249K Hold
4,474
– – 0.02% 372
2025
Q1 		$230K Sell
4,474
-7
-0.2% -$353 0.02% 333
2024
Q4 		$236K Buy
4,481
+100
+2% +$5.51K 0.02% 301
2024
Q3 		$256K Buy
+4,381
New +$249K 0.02% 243

Other funds holding INDA

BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Tennessee, Department of Treasury
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
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sax Wealth Advisors's INDA Position: Q2 2026 in Review

Sax Wealth Advisors sold out of iShares MSCI India ETF (INDA) in Q2 2026, closing a stake of 4,497 shares — an estimated $243K sold.

Sax Wealth Advisors first reported a position in INDA in Q3 2024 and held it in 7 quarters. The position peaked at $256K in Q3 2024. 539 funds tracked by Wall St. Rank hold INDA as of Q2 2026.

  • Sax Wealth Advisors reported no remaining iShares MSCI India ETF position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 4,497 iShares MSCI India ETF shares in Q2 2026, an estimated $243K.
  • Sax Wealth Advisors first reported a position in iShares MSCI India ETF in Q3 2024 and held it in 7 quarters.
  • Sax Wealth Advisors's iShares MSCI India ETF position peaked at $256K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.