Vontobel Swiss Wealth Advisors’s iShares MSCI India ETF INDA Stock Holding History

Vontobel Swiss Wealth 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
2021 Q2	$427K	Buy	10,710 +1,839	+21%	+$78.8K	0.22%	56
2021 Q1	$374K	Buy	8,871 +2,131	+32%	+$89.4K	0.21%	58
2020 Q4	$271K	Buy	+6,740	New	+$246K	0.15%	66
2020 Q1	–	Sell	-6,740	Closed	-$237K	–	90
2019 Q4	$237K	Hold	6,740	–	–	0.16%	89
2019 Q3	$226K	Sell	6,740 -3,050	-31%	-$101K	0.15%	99
2019 Q2	$346K	Hold	9,790	–	–	0.19%	95
2019 Q1	$319K	Hold	9,790	–	–	0.35%	40
2018 Q4	$298K	Hold	9,790	–	–	0.22%	56
2018 Q3	$287K	Hold	9,790	–	–	0.17%	65
2018 Q2	$326K	Sell	9,790 -2,950	-23%	-$100K	0.19%	58
2018 Q1	$435K	Hold	12,740	–	–	0.23%	55
2017 Q4	$419K	Buy	+12,740	New	+$443K	0.25%	56
2017 Q3	–	Sell	-6,740	Closed	-$216K	–	75
2017 Q2	$216K	Hold	6,740	–	–	0.14%	64
2017 Q1	$212K	Buy	+6,740	New	+$197K	0.11%	65
2016 Q2	–	Sell	-8,188	Closed	-$222K	–	79
2016 Q1	$222K	Hold	8,188	–	–	0.12%	65
2015 Q4	$225K	Hold	8,188	–	–	0.13%	53
2015 Q3	$229K	Buy	+8,188	New	+$241K	0.16%	46
2015 Q2	–	Sell	-6,740	Closed	-$216K	–	41
2015 Q1	$216K	Buy	+6,740	New	+$217K	0.15%	41

Other funds holding INDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's INDA Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its iShares MSCI India ETF (INDA) stake by 21% in Q2 2021, buying an estimated $78.8K and bringing the position to 10,710 shares worth $427K. The position accounts for 0.22% of the portfolio, ranked #56.

Vontobel Swiss Wealth Advisors first reported a position in INDA in Q1 2015 and has held it in 18 quarters since. The position peaked at $435K in Q1 2018. 290 funds tracked by Wall St. Rank hold INDA as of Q2 2021.

Vontobel Swiss Wealth Advisors held 10,710 shares of iShares MSCI India ETF worth $427K as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 1,839 iShares MSCI India ETF shares in Q2 2021, an estimated $78.8K.
iShares MSCI India ETF made up 0.22% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #56 holding.
Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI India ETF in Q1 2015 and has held it in 18 quarters since.
Vontobel Swiss Wealth Advisors's iShares MSCI India ETF position peaked at $435K in Q1 2018.
290 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.