BHWM
IIF

Beaird Harris Wealth Management’s Morgan Stanley India Investment Fund IIF Stock Holding History

Beaird Harris Wealth Management’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
2025
Q1 		– Sell
-207
Closed -$5.23K – 525
2024
Q4 		$5.23K Hold
207
– – ﹤0.01% 376
2024
Q3 		$6.23K Sell
207
-533
-72% -$14.7K ﹤0.01% 363
2024
Q2 		$19.8K Hold
740
– – ﹤0.01% 299
2024
Q1 		$17K Hold
740
– – ﹤0.01% 293
2023
Q4 		$15.9K Hold
740
– – ﹤0.01% 289
2023
Q3 		$16.5K Hold
740
– – ﹤0.01% 242
2023
Q2 		$16K Hold
740
– – ﹤0.01% 241
2023
Q1 		$14.4K Hold
740
– – ﹤0.01% 245
2022
Q4 		$15K Sell
740
-325
-31% -$7.6K ﹤0.01% 290
2022
Q3 		$25K Buy
1,065
+207
+24% +$5.02K 0.01% 216
2022
Q2 		$19K Buy
+858
New +$20.1K 0.01% 210

Other funds holding IIF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Beaird Harris Wealth Management's IIF Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of Morgan Stanley India Investment Fund (IIF) in Q1 2025, closing a stake of 207 shares — an estimated $5.23K sold.

Beaird Harris Wealth Management first reported a position in IIF in Q2 2022 and held it in 11 quarters. The position peaked at $25K in Q3 2022. 52 funds tracked by Wall St. Rank hold IIF as of Q1 2025.

  • Beaird Harris Wealth Management reported no remaining Morgan Stanley India Investment Fund position as of Q1 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 207 Morgan Stanley India Investment Fund shares in Q1 2025, an estimated $5.23K.
  • Beaird Harris Wealth Management first reported a position in Morgan Stanley India Investment Fund in Q2 2022 and held it in 11 quarters.
  • Beaird Harris Wealth Management's Morgan Stanley India Investment Fund position peaked at $25K in Q3 2022.
  • 52 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.