Arax Advisory Partners’s Morgan Stanley India Investment Fund IIF Stock Holding History

Arax Advisory Partners’s Portfolio IIF Stock Details IIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,641	Closed	-$41K	–	4057
2025 Q4	$41K	Buy	1,641 +1	+0.1%	+$27	﹤0.01%	1718
2025 Q3	$43.2K	Buy	+1,640	New	+$44.7K	﹤0.01%	1895

Other funds holding IIF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

ACM

Altium Capital Management New York $42M AUM

Arax Advisory Partners's IIF Position: Q1 2026 in Review

Arax Advisory Partners sold out of Morgan Stanley India Investment Fund (IIF) in Q1 2026, closing a stake of 1,641 shares — an estimated $41K sold.

Arax Advisory Partners first reported a position in IIF in Q3 2025 and held it in 2 quarters. The position peaked at $43.2K in Q3 2025. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

Arax Advisory Partners reported no remaining Morgan Stanley India Investment Fund position as of Q1 2026 after selling out during the quarter.
Arax Advisory Partners sold 1,641 Morgan Stanley India Investment Fund shares in Q1 2026, an estimated $41K.
Arax Advisory Partners first reported a position in Morgan Stanley India Investment Fund in Q3 2025 and held it in 2 quarters.
Arax Advisory Partners's Morgan Stanley India Investment Fund position peaked at $43.2K in Q3 2025.
40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.