Summit Trail Advisors’s iShares MSCI India ETF INDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $551K | Sell |
11,768
-384
| -3% | -$19.7K | 0.01% | 1139 |
|
|
2025
Q4 | $657K | Sell |
12,152
-14,888
| -55% | -$802K | 0.01% | 1002 |
|
|
2025
Q3 | $1.41M | Buy |
27,040
+8,890
| +49% | +$476K | 0.02% | 635 |
|
|
2025
Q2 | $1.01M | Sell |
18,150
-2,299
| -11% | -$123K | 0.02% | 476 |
|
|
2025
Q1 | $1.05M | Sell |
20,449
-10,635
| -34% | -$536K | 0.03% | 149 |
|
|
2024
Q4 | $1.64M | Sell |
31,084
-301
| -1% | -$16.6K | 0.06% | 96 |
|
|
2024
Q3 | $1.84M | Sell |
31,385
-260
| -0.8% | -$14.8K | 0.05% | 169 |
|
|
2024
Q2 | $1.77M | Sell |
31,645
-108,056
| -77% | -$5.72M | 0.05% | 155 |
|
|
2024
Q1 | $7.21M | Buy |
139,701
+6,782
| +5% | +$342K | 0.19% | 50 |
|
|
2023
Q4 | $6.49M | Buy |
132,919
+6,230
| +5% | +$283K | 0.21% | 43 |
|
|
2023
Q3 | $5.6M | Sell |
126,689
-1,791
| -1% | -$79.2K | 0.21% | 47 |
|
|
2023
Q2 | $5.61M | Sell |
128,480
-52,764
| -29% | -$2.19M | 0.21% | 51 |
|
|
2023
Q1 | $7.13M | Sell |
181,244
-40,966
| -18% | -$1.65M | 0.29% | 41 |
|
|
2022
Q4 | $9.28M | Buy |
222,210
+126,926
| +133% | +$5.38M | 0.41% | 33 |
|
|
2022
Q3 | $3.89M | Sell |
95,284
-54,257
| -36% | -$2.29M | 0.21% | 52 |
|
|
2022
Q2 | $5.89M | Sell |
149,541
-35,693
| -19% | -$1.5M | 0.36% | 37 |
|
|
2022
Q1 | $8.26M | Buy |
185,234
+78,698
| +74% | +$3.53M | 0.67% | 34 |
|
|
2021
Q4 | $4.89M | Buy |
106,536
+45,557
| +75% | +$2.2M | 0.32% | 58 |
|
|
2021
Q3 | $2.97M | Buy |
60,979
+8,194
| +16% | +$382K | 0.22% | 62 |
|
|
2021
Q2 | $2.34M | Buy |
52,785
+2,737
| +5% | +$117K | 0.2% | 61 |
|
|
2021
Q1 | $2.11M | Buy |
50,048
+1,788
| +4% | +$75K | 0.23% | 54 |
|
|
2020
Q4 | $1.94M | Hold |
48,260
| – | – | 0.24% | 47 |
|
|
2020
Q3 | $1.73M | Hold |
48,260
| – | – | 0.33% | 41 |
|
|
2020
Q2 | $1.4M | Sell |
48,260
-30,595
| -39% | -$820K | 0.26% | 41 |
|
|
2020
Q1 | $1.9M | Sell |
78,855
-101,577
| -56% | -$3.25M | 0.51% | 29 |
|
|
2019
Q4 | $6.34M | Buy |
180,432
+47,630
| +36% | +$1.63M | 3.68% | 9 |
|
|
2019
Q3 | $4.46M | Buy |
132,802
+8,015
| +6% | +$265K | 1.58% | 15 |
|
|
2019
Q2 | $4.41M | Sell |
124,787
-3,830
| -3% | -$135K | 1.93% | 13 |
|
|
2019
Q1 | $4.53M | Sell |
128,617
-5,536
| -4% | -$184K | 1.96% | 11 |
|
|
2018
Q4 | $4.47M | Buy |
134,153
+3,580
| +3% | +$113K | 1.58% | 18 |
|
|
2018
Q3 | $4.24M | Buy |
130,573
+31,384
| +32% | +$1.08M | 0.94% | 23 |
|
|
2018
Q2 | $3.3M | Buy |
99,189
+17,192
| +21% | +$583K | 1.15% | 15 |
|
|
2018
Q1 | $2.02M | Buy |
81,997
+21,705
| +36% | +$770K | 0.34% | 57 |
|
|
2017
Q4 | $2.26M | Buy |
+60,292
| New | +$2.1M | 0.28% | 65 |
|
Other funds holding INDA
CCA
MRC
Summit Trail Advisors's INDA Position: Q1 2026 in Review
Summit Trail Advisors reduced its iShares MSCI India ETF (INDA) stake by 3.2% in Q1 2026, selling an estimated $19.7K and leaving 11,768 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #1139.
Summit Trail Advisors first reported a position in INDA in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.28M in Q4 2022. 559 funds tracked by Wall St. Rank hold INDA as of Q1 2026.
- Summit Trail Advisors held 11,768 shares of iShares MSCI India ETF worth $551K as of Q1 2026.
- Summit Trail Advisors sold 384 iShares MSCI India ETF shares in Q1 2026, an estimated $19.7K.
- iShares MSCI India ETF made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1139 holding.
- Summit Trail Advisors first reported a position in iShares MSCI India ETF in Q4 2017 and has held it in 34 quarters since.
- Summit Trail Advisors's iShares MSCI India ETF position peaked at $9.28M in Q4 2022.
- 559 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q1 2026.
Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.