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Whalen Wealth Management’s iShares MSCI India ETF INDA Stock Holding History

Whalen Wealth Management’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
2025
Q3 		– Sell
-29,708
Closed -$1.65M – 220
2025
Q2 		$1.65M Buy
+29,708
New +$1.59M 1.04% 15

Other funds holding INDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whalen Wealth Management's INDA Position: Q3 2025 in Review

Whalen Wealth Management sold out of iShares MSCI India ETF (INDA) in Q3 2025, closing a stake of 29,708 shares — an estimated $1.65M sold.

Whalen Wealth Management first reported a position in INDA in Q2 2025 and held it in 1 quarter. The position peaked at $1.65M in Q2 2025. 588 funds tracked by Wall St. Rank hold INDA as of Q3 2025.

  • Whalen Wealth Management reported no remaining iShares MSCI India ETF position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 29,708 iShares MSCI India ETF shares in Q3 2025, an estimated $1.65M.
  • Whalen Wealth Management first reported a position in iShares MSCI India ETF in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's iShares MSCI India ETF position peaked at $1.65M in Q2 2025.
  • 588 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.