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 Q3	$212K	Hold	4,546	–	–	﹤0.01%	761
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

Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SBA

Seven Bridges Advisors New York $221M AUM

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's INDA Position: Q3 2026 in Review

Valeo Financial Advisors held its iShares MSCI India ETF (INDA) position steady in Q3 2026 at 4,546 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Valeo Financial Advisors first reported a position in INDA in Q3 2017 and has held it in 18 quarters since. The position peaked at $1.45M in Q1 2021. 19 funds tracked by Wall St. Rank hold INDA as of Q3 2026.

Valeo Financial Advisors held 4,546 shares of iShares MSCI India ETF worth $212K as of Q3 2026.
Valeo Financial Advisors left its iShares MSCI India ETF share count unchanged in Q3 2026.
iShares MSCI India ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #761 holding.
Valeo Financial Advisors first reported a position in iShares MSCI India ETF in Q3 2017 and has held it in 18 quarters since.
Valeo Financial Advisors's iShares MSCI India ETF position peaked at $1.45M in Q1 2021.
19 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.