Waverly Advisors’s iShares MSCI India ETF INDA Stock Holding History

Waverly 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 Q1	$3.6M	Sell	76,953 -1,696	-2%	-$86.9K	0.03%	495
2025 Q4	$4.25M	Sell	78,649 -4,653	-6%	-$251K	0.03%	405
2025 Q3	$4.34M	Buy	83,302 +5,114	+7%	+$274K	0.04%	345
2025 Q2	$4.35M	Buy	78,188 +3,444	+5%	+$184K	0.05%	326
2025 Q1	$3.85M	Buy	+74,744	New	+$3.77M	0.05%	344
2024 Q4	–	Sell	-3,491	Closed	-$204K	–	1003
2024 Q3	$204K	Sell	3,491 -610	-15%	-$34.7K	﹤0.01%	773
2024 Q2	$229K	Hold	4,101	–	–	﹤0.01%	733
2024 Q1	$212K	Buy	+4,101	New	+$207K	0.01%	648

Other funds holding INDA

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Waverly Advisors's INDA Position: Q1 2026 in Review

Waverly Advisors reduced its iShares MSCI India ETF (INDA) stake by 2.2% in Q1 2026, selling an estimated $86.9K and leaving 76,953 shares worth $3.6M. The position accounts for 0.03% of the portfolio, ranked #495.

Waverly Advisors first reported a position in INDA in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.35M in Q2 2025. 559 funds tracked by Wall St. Rank hold INDA as of Q1 2026.

Waverly Advisors held 76,953 shares of iShares MSCI India ETF worth $3.6M as of Q1 2026.
Waverly Advisors sold 1,696 iShares MSCI India ETF shares in Q1 2026, an estimated $86.9K.
iShares MSCI India ETF made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #495 holding.
Waverly Advisors first reported a position in iShares MSCI India ETF in Q1 2024 and has held it in 8 quarters since.
Waverly Advisors's iShares MSCI India ETF position peaked at $4.35M in Q2 2025.
559 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.