PACK Private Wealth, LLC INDA — ISHARES MSCI INDIA INDEXETF

Ownership history in PACK Private Wealth, LLC  ·  17 quarters on record

AI Ownership Summary

PACK Private Wealth, LLC reported ISHARES MSCI INDIA INDEXETF (INDA) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.22% in 2024 Q2. The latest visible filing shows INDA at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PACK Private Wealth, LLC's position in ISHARES MSCI INDIA INDEXETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

INDA was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INDA stock page PACK Private Wealth, LLC fund profile PACK Private Wealth, LLC full holdings
How PACK Private Wealth, LLC held INDA — position size vs. price
% of Fund (quarterly)    INDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6.8% -13.3% ✅ 6,233 -454 -6.8% 0.15% $337K 2026-02-14 (Est.) $52.89
2025 Q3 ADDED — — — 6,687 +454 +7.3% 0.16% $348K 2025-11-06 $53.62
2025 Q2 UNCHANGED — — — 6,233 — 0% 0.18% $347K 2025-08-13 $52.71
2025 Q1 UNCHANGED — — — 6,233 — 0% 0.19% $321K 2025-05-13 $54.01
2024 Q4 UNCHANGED — — — 6,233 — 0% 0.19% $328K 2025-02-03 $50.90
2024 Q3 UNCHANGED — — — 6,233 — 0% 0.21% $365K 2024-10-28 $54.77
2024 Q2 ADDED — — — 6,233 +480 +8.3% 0.22% $348K 2024-08-02 $55.86
2024 Q1 UNCHANGED — — — 5,753 — 0% 0.19% $297K 2024-05-03 $52.35
2023 Q4 REDUCED 29.4% +5.5% ❌ 5,753 -2,400 -29.4% 0.19% $281K 2024-02-06 $50.42
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding INDA

As of 2026 Q1 — sorted by position size

Nipun Capital, L.P. 38.96% Gray Foundation 5.03% Millburn Ridgefield LLC /DE/ 3Y 7Y 3.14% Catalyst Capital Advisors LLC 3Y 7Y 2.72% Watershed Asset Management, L.L.C. 3Y 7Y 2.43% Ninety One North America, Inc. 3Y 7Y 2.4% Harpswell Capital Advisors, LLC 2.16% Smart Portfolios, LLC 3Y 7Y 2.03% PEAK FINANCIAL ADVISORS LLC 3Y 1.78% BLUE SQUARE ASSET MANAGEMENT, LLC 3Y 1.69%

FAQ About PACK Private Wealth, LLC and INDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has PACK Private Wealth, LLC reported owning INDA?

PACK Private Wealth, LLC reported INDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INDA position in PACK Private Wealth, LLC's portfolio?

The largest reported portfolio weight for INDA was 0.22% in 2024 Q2.

What is the latest reported INDA position on this page?

The most recent filing on this page is 2025 Q4, when PACK Private Wealth, LLC reported 6,233 shares, equal to 0.15% of portfolio, with an estimated market value of $337K.

What does the chart on this INDA ownership page compare?

The chart compares PACK Private Wealth, LLC's quarterly INDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PACK Private Wealth, LLC time their INDA position?

Based on 13F filing dates vs. subsequent INDA price moves, PACK Private Wealth, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on INDA relative to SPY over the holding period was -7.4%.

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