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Wealthspire Advisors (Maryland)’s iShares MSCI India ETF INDA Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-8,748
Closed -$307K – 467
2019
Q4 		$307K Buy
8,748
+344
+4% +$11.8K 0.02% 371
2019
Q3 		$282K Sell
8,404
-3,434
-29% -$113K 0.02% 358
2019
Q2 		$418K Hold
11,838
– – 0.03% 287
2019
Q1 		$417K Hold
11,838
– – 0.03% 287
2018
Q4 		$395K Hold
11,838
– – 0.04% 263
2018
Q3 		$384K Hold
11,838
– – 0.03% 295
2018
Q2 		$394K Sell
11,838
-717
-6% -$24.3K 0.04% 291
2018
Q1 		$429K Hold
12,555
– – 0.04% 277
2017
Q4 		$453K Buy
12,555
+1,035
+9% +$36K 0.04% 278
2017
Q3 		$378K Sell
11,520
-2,000
-15% -$67.6K 0.04% 303
2017
Q2 		$434K Buy
13,520
+2,005
+17% +$64.6K 0.05% 255
2017
Q1 		$363K Hold
11,515
– – 0.05% 249
2016
Q4 		$309K Buy
11,515
+4
+0% +$111 0.05% 264
2016
Q3 		$339K Sell
11,511
-409
-3% -$12K 0.05% 242
2016
Q2 		$333K Buy
11,920
+303
+3% +$8.25K 0.06% 232
2016
Q1 		$315K Hold
11,617
– – 0.06% 243
2015
Q4 		$319K Buy
+11,617
New +$325K 0.06% 239

Other funds holding INDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s INDA Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI India ETF (INDA) in Q1 2020, closing a stake of 8,748 shares — an estimated $307K sold.

Wealthspire Advisors (Maryland) first reported a position in INDA in Q4 2015 and held it in 17 quarters. The position peaked at $453K in Q4 2017. 275 funds tracked by Wall St. Rank hold INDA as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI India ETF position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8,748 iShares MSCI India ETF shares in Q1 2020, an estimated $307K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI India ETF in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI India ETF position peaked at $453K in Q4 2017.
  • 275 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.