SWA
INDA icon

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

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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. 81 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.
  • 81 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.