Valeo Financial Advisors’s iShares MSCI India ETF INDA Stock Holding History

Valeo Financial 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	$225K	Sell	4,546 -952	-17%	-$46.4K	﹤0.01%	728
2026 Q1	$258K	Buy	+5,498	New	+$282K	0.01%	610
2021 Q2	–	Sell	-34,476	Closed	-$1.45M	–	1139
2021 Q1	$1.45M	Sell	34,476 -1,045	-3%	-$43.9K	0.07%	151
2020 Q4	$1.43M	Buy	35,521 +35,517	+887,925%	+$1.3M	0.07%	132
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1850
2020 Q2	$0	Hold	4	–	–	﹤0.01%	2081
2020 Q1	$0	Hold	4	–	–	﹤0.01%	1849
2019 Q4	$0	Hold	4	–	–	﹤0.01%	1668
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1615
2019 Q2	$0	Hold	4	–	–	﹤0.01%	1607
2019 Q1	$0	Hold	4	–	–	﹤0.01%	1590
2018 Q4	$0	Hold	4	–	–	﹤0.01%	1604
2018 Q3	$0	Sell	4 -388	-99%	-$13.4K	﹤0.01%	1819
2018 Q2	$14K	Buy	392 +4	+1%	+$136	﹤0.01%	865
2018 Q1	$13K	Hold	388	–	–	﹤0.01%	858
2017 Q4	$14K	Hold	388	–	–	﹤0.01%	757
2017 Q3	$13K	Buy	+388	New	+$13.1K	﹤0.01%	642

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

Valeo Financial Advisors's INDA Position: Q2 2026 in Review

Valeo Financial Advisors reduced its iShares MSCI India ETF (INDA) stake by 17% in Q2 2026, selling an estimated $46.4K and leaving 4,546 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Valeo Financial Advisors first reported a position in INDA in Q3 2017 and has held it in 17 quarters since. The position peaked at $1.45M in Q1 2021. 538 funds tracked by Wall St. Rank hold INDA as of Q2 2026.

Valeo Financial Advisors held 4,546 shares of iShares MSCI India ETF worth $225K as of Q2 2026.
Valeo Financial Advisors sold 952 iShares MSCI India ETF shares in Q2 2026, an estimated $46.4K.
iShares MSCI India ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #728 holding.
Valeo Financial Advisors first reported a position in iShares MSCI India ETF in Q3 2017 and has held it in 17 quarters since.
Valeo Financial Advisors's iShares MSCI India ETF position peaked at $1.45M in Q1 2021.
538 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.