Trek Financial’s iShares MSCI India ETF INDA Stock Holding History

Trek Financial’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	-20,804	Closed	-$974K	–	535
2026 Q1	$974K	Buy	+20,804	New	+$1.07M	0.05%	222
2025 Q3	–	Sell	-11,516	Closed	-$641K	–	463
2025 Q2	$641K	Buy	+11,516	New	+$615K	0.04%	238
2024 Q4	–	Sell	-48,288	Closed	-$2.83M	–	436
2024 Q3	$2.83M	Buy	48,288 +9,585	+25%	+$546K	0.21%	117
2024 Q2	$2.16M	Sell	38,703 -2,826	-7%	-$150K	0.17%	123
2024 Q1	$2.14M	Buy	41,529 +19,164	+86%	+$966K	0.17%	126
2023 Q4	$1.09M	Sell	22,365 -177,188	-89%	-$8.06M	0.09%	121
2023 Q3	$8.82M	Buy	199,553 +188,511	+1,707%	+$8.34M	0.81%	35
2023 Q2	$483K	Buy	+11,042	New	+$457K	0.04%	171
2021 Q4	–	Sell	-42,219	Closed	-$2.06M	–	233
2021 Q3	$2.06M	Buy	42,219 +36,190	+600%	+$1.69M	0.21%	42
2021 Q2	$267K	Sell	6,029 -31,436	-84%	-$1.35M	0.03%	170
2021 Q1	$1.58M	Buy	+37,465	New	+$1.57M	0.19%	47

Other funds holding INDA

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trek Financial's INDA Position: Q2 2026 in Review

Trek Financial sold out of iShares MSCI India ETF (INDA) in Q2 2026, closing a stake of 20,804 shares — an estimated $974K sold.

Trek Financial first reported a position in INDA in Q1 2021 and held it in 11 quarters. The position peaked at $8.82M in Q3 2023. 538 funds tracked by Wall St. Rank hold INDA as of Q2 2026.

Trek Financial reported no remaining iShares MSCI India ETF position as of Q2 2026 after selling out during the quarter.
Trek Financial sold 20,804 iShares MSCI India ETF shares in Q2 2026, an estimated $974K.
Trek Financial first reported a position in iShares MSCI India ETF in Q1 2021 and held it in 11 quarters.
Trek Financial's iShares MSCI India ETF position peaked at $8.82M in Q3 2023.
538 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.