WealthSource Partners’s iShares MSCI India ETF INDA Stock Holding History

WealthSource Partners’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
2023 Q4	$508K	Hold	10,404	–	–	0.03%	315
2023 Q3	$460K	Hold	10,404	–	–	0.03%	328
2023 Q2	$455K	Buy	10,404 +3	+0%	+$124	0.03%	341
2023 Q1	$409K	Hold	10,401	–	–	0.03%	347
2022 Q4	$434K	Hold	10,401	–	–	0.03%	329
2022 Q3	$424K	Hold	10,401	–	–	0.03%	329
2022 Q2	$409K	Hold	10,401	–	–	0.03%	339
2022 Q1	$464K	Buy	+10,401	New	+$466K	0.03%	359
2018 Q3	–	Sell	-12,000	Closed	-$399K	–	333
2018 Q2	$399K	Hold	12,000	–	–	0.11%	176
2018 Q1	$410K	Sell	12,000 -18	-0.1%	-$639	0.12%	166
2017 Q4	$433K	Buy	12,018 +18	+0.2%	+$626	0.13%	154
2017 Q3	$394K	Hold	12,000	–	–	0.13%	170
2017 Q2	$385K	Hold	12,000	–	–	0.13%	160
2017 Q1	$378K	Hold	12,000	–	–	0.14%	158
2016 Q4	$322K	Hold	12,000	–	–	0.14%	158
2016 Q3	$353K	Hold	12,000	–	–	0.13%	158
2016 Q2	$335K	Sell	12,000 -271	-2%	-$7.38K	0.13%	154
2016 Q1	$333K	Buy	+12,271	New	+$313K	0.14%	147

Other funds holding INDA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Euclidean Capital New York $440M AUM 28.33% 1-Year Est. Return

WealthSource Partners's INDA Position: Q4 2023 in Review

WealthSource Partners held its iShares MSCI India ETF (INDA) position steady in Q4 2023 at 10,404 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #315.

WealthSource Partners first reported a position in INDA in Q1 2016 and has held it in 18 quarters since. 470 funds tracked by Wall St. Rank hold INDA as of Q4 2023.

WealthSource Partners held 10,404 shares of iShares MSCI India ETF worth $508K as of Q4 2023.
WealthSource Partners left its iShares MSCI India ETF share count unchanged in Q4 2023.
iShares MSCI India ETF made up 0.03% of WealthSource Partners's portfolio in Q4 2023, its #315 holding.
WealthSource Partners first reported a position in iShares MSCI India ETF in Q1 2016 and has held it in 18 quarters since.
470 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.