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UBP Investment Advisors’s iShares MSCI India ETF INDA Stock Holding History

UBP Investment 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
2022
Q3 		$3.33M Sell
81,628
-42,932
-34% -$1.81M 1.71% 18
2022
Q2 		$4.9M Buy
124,560
+14,835
+14% +$625K 1.96% 18
2022
Q1 		$4.89M Buy
109,725
+1,506
+1% +$67.5K 1.82% 19
2021
Q4 		$4.96M Buy
108,219
+8,939
+9% +$432K 1.81% 19
2021
Q3 		$4.83M Buy
99,280
+1,095
+1% +$51.1K 1.87% 16
2021
Q2 		$4.34M Buy
98,185
+48,888
+99% +$2.1M 1.6% 16
2021
Q1 		$2.08M Buy
49,297
+3,211
+7% +$135K 0.85% 25
2020
Q4 		$1.85M Buy
46,086
+2,155
+5% +$78.7K 0.95% 25
2020
Q3 		$1.49M Sell
43,931
-2,124
-5% -$69.5K 1.15% 25
2020
Q2 		$1.34M Buy
46,055
+20,561
+81% +$551K 1.06% 26
2020
Q1 		$615K Sell
25,494
-1,305
-5% -$41.7K 0.56% 32
2019
Q4 		$942K Buy
26,799
+2,086
+8% +$71.5K 0.74% 31
2019
Q3 		$830K Buy
24,713
+2,693
+12% +$88.9K 0.67% 31
2019
Q2 		$777K Buy
22,020
+334
+2% +$11.7K 0.7% 34
2019
Q1 		$764K Buy
21,686
+697
+3% +$23.2K 0.72% 33
2018
Q4 		$700K Buy
20,989
+4,239
+25% +$134K 0.74% 30
2018
Q3 		$544K Buy
+16,750
New +$579K 0.52% 42
2018
Q1 		– Sell
-15,935
Closed -$575K – 51
2017
Q4 		$575K Buy
+15,935
New +$554K 0.68% 37

Other funds holding INDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBP Investment Advisors's INDA Position: Q3 2022 in Review

UBP Investment Advisors reduced its iShares MSCI India ETF (INDA) stake by 34% in Q3 2022, selling an estimated $1.81M and leaving 81,628 shares worth $3.33M. The position accounts for 1.71% of the portfolio, ranked #18.

UBP Investment Advisors first reported a position in INDA in Q4 2017 and has held it in 18 quarters since. The position peaked at $4.96M in Q4 2021. 314 funds tracked by Wall St. Rank hold INDA as of Q3 2022.

  • UBP Investment Advisors held 81,628 shares of iShares MSCI India ETF worth $3.33M as of Q3 2022.
  • UBP Investment Advisors sold 42,932 iShares MSCI India ETF shares in Q3 2022, an estimated $1.81M.
  • iShares MSCI India ETF made up 1.71% of UBP Investment Advisors's portfolio in Q3 2022, its #18 holding.
  • UBP Investment Advisors first reported a position in iShares MSCI India ETF in Q4 2017 and has held it in 18 quarters since.
  • UBP Investment Advisors's iShares MSCI India ETF position peaked at $4.96M in Q4 2021.
  • 314 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.