Waverly Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Waverly Advisors’s Portfolio INDY Stock Details INDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,705	Closed	-$201K	–	1300
2025 Q2	$201K	Buy	+3,705	New	+$195K	﹤0.01%	1123
2024 Q4	–	Sell	-3,705	Closed	-$209K	–	1004
2024 Q3	$209K	Sell	3,705 -11,690	-76%	-$639K	﹤0.01%	766
2024 Q2	$826K	Hold	15,395	–	–	0.02%	468
2024 Q1	$777K	Buy	+15,395	New	+$768K	0.02%	408

Other funds holding INDY

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCG

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Waverly Advisors's INDY Position: Q3 2025 in Review

Waverly Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2025, closing a stake of 3,705 shares — an estimated $201K sold.

Waverly Advisors first reported a position in INDY in Q1 2024 and held it in 4 quarters. The position peaked at $826K in Q2 2024. 98 funds tracked by Wall St. Rank hold INDY as of Q3 2025.

Waverly Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2025 after selling out during the quarter.
Waverly Advisors sold 3,705 iShares S&P India Nifty 50 Index Fund shares in Q3 2025, an estimated $201K.
Waverly Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2024 and held it in 4 quarters.
Waverly Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $826K in Q2 2024.
98 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.