INDA β€” ISHARES MSCI INDIA ETF

Ownership history in SEVEN MILE ADVISORY  Β·  6 quarters on record

This page tracks every 13F SEC filing in which SEVEN MILE ADVISORY reported a position in ISHARES MSCI INDIA ETF (INDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.16% (2024 Q2)
πŸ“Š Avg. % of fund
0.13%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
6

Position Intelligence

SEVEN MILE ADVISORY Γ— INDA AI Analytics

πŸ“‰ SEVEN MILE ADVISORY underperformed the S&P 500 by –27.1% annually on this INDA position. Average cost basis: $53.74. Maximum drawdown during holding period: –11.4%.

πŸ“ˆ Position Alpha vs SPY
-27.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 27.1% ann.
4 quarters analyzed

πŸ’° Entry Quality
$53.74
-3.1% vs current ($52.06)

Best entry: $52.06 (2025 Q3)  Β·  Worst: $58.11 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–11.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. Bought during 1 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.04% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    INDA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,380 +260 +6.3% 0.04% $228K $52.06
2025 Q2 UNCHANGED 4,120 β€” 0% 0.14% $229K $55.68
2025 Q1 UNCHANGED 4,120 β€” 0% 0.14% $212K $51.48
2024 Q4 UNCHANGED 4,120 β€” 0% 0.14% $217K $52.64
2024 Q3 ADDED 4,120 +100 +2.5% 0.16% $241K $58.11
2024 Q2 INITIATED 4,020 β€” β€” 0.16% $224K β€”

🏒 Other funds also holding INDA

As of 2025 Q4 β€” sorted by position size

Nipun Capital, L.P. 41.43% Gray Foundation 5.77% Euclidean Capital LLC 3Y 5.41% New Vernon Capital Holdings II LLC 3Y 7Y 5.03% Rice Partnership, LLC 3Y 7Y 4.42% BLUE SQUARE ASSET MANAGEMENT, LLC 3Y 3.62% Qtron Investments LLC 3Y 7Y 3.29% Millburn Ridgefield LLC /DE/ 3Y 7Y 3.08% PEAK FINANCIAL ADVISORS LLC 3Y 2.78% Catalyst Capital Advisors LLC 3Y 7Y 2.66%
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